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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $139,105 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $99,977 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $20,468 |
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 | $115,867 | $107,415+7.9% | $135,998-14.8% | $80,187+44.5% |
| Participation rate | 91.6% | 78.0%+13.5pp | 81.9%+9.7pp | 72.9%+18.6pp |
| Annual return | -3.46% | 91.99%-95.5pp | 68.37%-71.8pp | 40.40%-43.9pp |
| Employer contribution / active EE | $2,742 | $3,878-29.3% | $4,860-43.6% | $2,980-8.0% |
| Participant deferral / active EE | $9,114 | $8,189+11.3% | $7,761+17.4% | $5,016+81.7% |
| Admin fee / account holder | $55 | $127-57.0% | $10,769-99.5% | $145-62.3% |