Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 · EIN 47-2534181 | Recordkeeping Fees | $71,246 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $49,584 |
Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 13 · EIN 20-4780677 | Contract Administrator | $14,874 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $2,942 |
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 | $124,796 | $79,184+57.6% | $102,438+21.8% | $74,546+67.4% |
| Participation rate | 98.1% | 74.8%+23.3pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | 11.85% | 54.95%-43.1pp | 29.37%-17.5pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $1,959 | $2,362-17.0% | $3,024-35.2% | $2,624-25.3% |
| Participant deferral / active EE | $8,338 | $4,414+88.9% | $5,054+65.0% | $4,347+91.8% |
| Admin fee / account holder | $365 | $2,001-81.8% | $9,448-96.1% | $1,944-81.2% |