Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ENZA FINANCIAL LLC4 years Service code 27 6450 ROCKSIDE WOODS BLVD S · INDEPENDENCE, OH 44131 | Advisory (Plan) | $89,007 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $71,801 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,798 |
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 | $65,260 | $99,823-34.6% | $122,979-46.9% | $65,191+0.1% |
| Participation rate | 95.5% | 80.1%+15.5pp | 77.2%+18.4pp | 63.0%+32.5pp |
| Annual return | 13.82% | 13.47%+0.4pp | 20.12%-6.3pp | 51.24%-37.4pp |
| Employer contribution / active EE | $4,931 | $3,224+53.0% | $3,062+61.0% | $2,400+105.5% |
| Participant deferral / active EE | $3,053 | $4,328-29.5% | $5,003-39.0% | $2,671+14.3% |
| Admin fee / account holder | $325 | $325-0.1% | $12,864-97.5% | $907-64.2% |