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 · EIN 84-0467907 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,412 |
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD CO, INC. Service code 55 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Other Commissions | $35,256 |
ASCENSUS LLC5 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 · EIN 31-1560462 | Contract Administrator | $10,852 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,906 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $1,455 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,747 | $42,367-18.0% | $79,576-56.3% | $64,814-46.4% |
| Participation rate | 46.6% | 64.7%-18.1pp | 69.5%-22.9pp | 71.5%-24.9pp |
| Annual return | -15.10% | -12.23%-2.9pp | 0.15%-15.3pp | 32.84%-47.9pp |
| Employer contribution / active EE | $1,366 | $1,181+15.7% | $2,413-43.4% | $2,507-45.5% |
| Participant deferral / active EE | $2,270 | $3,170-28.4% | $3,985-43.0% | $4,310-47.3% |
| Admin fee / account holder | $342 | $160+114.6% | $6,834-95.0% | $188+82.3% |