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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $611,905 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $75,238 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $53,618 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40,556 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $2,400 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,210 | $89,497-66.2% | $69,888-56.8% | $78,104-61.3% |
| Participation rate | 94.2% | 79.9%+14.2pp | 70.5%+23.7pp | 74.5%+19.7pp |
| Annual return | 0.64% | -12.39%+13.0pp | 190.87%-190.2pp | 10.90%-10.3pp |
| Employer contribution / active EE | $1,757 | $3,152-44.3% | $2,560-31.4% | $3,128-43.8% |
| Participant deferral / active EE | $2,671 | $4,564-41.5% | $3,849-30.6% | $5,089-47.5% |
| Admin fee / account holder | $90 | $78+15.8% | $6,267-98.6% | $79+14.0% |