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 |
|---|---|---|
LPL FINANCIAL8 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $15,610 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,501 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,760 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,802 | $52,507+19.6% | $129,406-51.5% | $74,478-15.7% |
| Participation rate | 42.8% | 53.9%-11.1pp | 69.6%-26.9pp | 67.2%-24.4pp |
| Annual return | 14.79% | 15.64%-0.9pp | 9468.18%-9453.4pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $1,267 | $1,534-17.4% | $4,155-69.5% | $2,626-51.8% |
| Participant deferral / active EE | $2,677 | $2,801-4.4% | $4,167-35.8% | $4,350-38.5% |
| Admin fee / account holder | $312 | $2,639-88.2% | $7,689-95.9% | $1,946-84.0% |