Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $110,961 |
BOON ADMINISTRATIVE SERVICES INC5+ years Service code 13 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $24,098 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $21,028 |
KESTRA INVESTMENT SERVICES LLC5+ years Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $8,342 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,851 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,171 | $57,140-75.2% | $85,240-83.4% | $80,959-82.5% |
| Participation rate | 48.5% | 56.4%-8.0pp | 67.5%-19.1pp | 67.7%-19.2pp |
| Annual return | 10.21% | 21.71%-11.5pp | 66.75%-56.5pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,563 | $1,802-13.2% | $2,735-42.9% | $2,757-43.3% |
| Participant deferral / active EE | $2,092 | $3,115-32.8% | $4,527-53.8% | $4,300-51.3% |
| Admin fee / account holder | $599 | $4,992-88.0% | $6,165-90.3% | $6,925-91.3% |