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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,511 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,143 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $2,407 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB 94-1737782 Service code 33 | Securities brokerage | $0 |
Filed as: CHARLES SCHWAB 97-1737782 Service code 33 | Securities brokerage | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,722 | $51,244+313.2% | $80,977+161.5% | $55,167+283.8% |
| Participation rate | 93.4% | 71.7%+21.7pp | 75.8%+17.6pp | 69.0%+24.4pp |
| Annual return | 8.33% | 17.39%-9.1pp | 17.11%-8.8pp | 169.23%-160.9pp |
| Employer contribution / active EE | $5,546 | $1,770+213.3% | $3,715+49.3% | $1,963+182.6% |
| Participant deferral / active EE | $11,947 | $4,418+170.4% | $5,696+109.7% | $3,054+291.2% |
| Admin fee / account holder | $63 | $398-84.2% | $5,517-98.9% | $504-87.5% |