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 |
|---|---|---|
LIBERTY GROUP LLC1 year Service code 55 411 30TH ST STE 314 · OAKLAND, CA 94609 | Other Commissions | $8,919 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,469 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $402 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,464 | $59,535-5.2% | $90,161-37.4% | $62,293-9.4% |
| Participation rate | 52.8% | 73.0%-20.2pp | 76.9%-24.0pp | 69.5%-16.7pp |
| Annual return | 49.87% | 23.53%+26.3pp | 34.89%+15.0pp | 28.90%+21.0pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,798 | $4,639+25.0% | $5,287+9.7% | $3,169+82.9% |
| Admin fee / account holder | $73 | $337-78.4% | $5,943-98.8% | $479-84.8% |