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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,368 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49,074 |
Service code 49 · EIN 87-3599091 1600 VALLEY RIVER DR, STE 340 · EUGENE, OR 97401 | Other Services | $28,850 |
Filed as: NORTHWEST CAPITAL MANAGEMENT, INC Service code 27 · EIN 93-1242462 1 CENTERPOINTE DR., SUITE 115 · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $20,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,049 | $46,332+18.8% | $143,797-61.7% | $64,824-15.1% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -16.39% | -10.05%-6.3pp | -0.04%-16.4pp | 32.84%-49.2pp |
| Employer contribution / active EE | $4,985 | $1,911+160.9% | $4,952+0.7% | $2,507+98.9% |
| Participant deferral / active EE | $7,756 | $2,647+193.0% | $5,638+37.6% | $4,311+79.9% |
| Admin fee / account holder | $182 | $154+18.1% | $14,679-98.8% | $188-3.3% |