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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,264 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $8,635 |
Filed as: AXA ADVISORS LLC Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $4,373 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,718 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $219 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,221 | $79,169-80.8% | $100,415-84.8% | $74,478-79.6% |
| Participation rate | 92.4% | 79.4%+13.0pp | 81.5%+10.9pp | 67.2%+25.2pp |
| Annual return | 12.68% | 20.51%-7.8pp | 49.47%-36.8pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $527 | $3,017-82.5% | $3,943-86.6% | $2,626-79.9% |
| Participant deferral / active EE | $3,339 | $7,751-56.9% | $8,091-58.7% | $4,350-23.2% |
| Admin fee / account holder | $110 | $1,337-91.8% | $7,906-98.6% | $1,946-94.4% |