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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,989 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $13,174 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,611 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,589 | $88,137-43.7% | $164,975-69.9% | $74,429-33.4% |
| Participation rate | 45.2% | 73.1%-27.9pp | 78.6%-33.4pp | 67.2%-22.0pp |
| Annual return | 16.94% | 17.13%-0.2pp | 70.12%-53.2pp | 1368.38%-1351.4pp |
| Employer contribution / active EE | $209 | $2,597-92.0% | $4,343-95.2% | $2,625-92.0% |
| Participant deferral / active EE | $2,635 | $4,501-41.5% | $6,033-56.3% | $4,348-39.4% |
| Admin fee / account holder | $302 | $2,231-86.5% | $12,688-97.6% | $1,944-84.5% |