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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,204 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $9,306 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,504 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $2,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,183 | $54,213-70.1% | $93,696-82.7% | $77,736-79.2% |
| Participation rate | 66.8% | 64.0%+2.8pp | 68.7%-1.9pp | 70.6%-3.8pp |
| Annual return | 13.94% | 30.55%-16.6pp | 133.74%-119.8pp | 31.26%-17.3pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,422-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,652 | $3,145-47.5% | $4,417-62.6% | $4,651-64.5% |
| Admin fee / account holder | $124 | $575-78.4% | $8,287-98.5% | $433-71.4% |