Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SECURE ASSET MANAGEMENT2 years Service code 27 2565 W MAPLE RD · TROY, MI 48084 | Advisory (Plan) | $50,457 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,154 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,257 | $82,674+9.2% | $125,381-28.0% | $68,486+31.8% |
| Participation rate | 94.7% | 75.1%+19.7pp | 82.4%+12.4pp | 67.9%+26.8pp |
| Annual return | -17.61% | -5.97%-11.6pp | 572.31%-589.9pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,017 | $3,382-40.4% | $4,815-58.1% | $2,597-22.3% |
| Participant deferral / active EE | $7,196 | $6,111+17.8% | $7,448-3.4% | $4,028+78.7% |
| Admin fee / account holder | $716 | $6,277-88.6% | $10,007-92.8% | $5,404-86.8% |