Filed March 24, 2021
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,309 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $20,155 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $4,132 |
Filed as: EMPOWER ADVISORY GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,326 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,350 | $106,236-68.6% | $112,263-70.3% | $64,824-48.6% |
| Participation rate | 45.6% | 71.7%-26.1pp | 75.1%-29.5pp | 71.5%-25.9pp |
| Annual return | -18.50% | -6.02%-12.5pp | 27.49%-46.0pp | 32.84%-51.3pp |
| Employer contribution / active EE | $1,280 | $3,167-59.6% | $3,636-64.8% | $2,507-49.0% |
| Participant deferral / active EE | $3,419 | $3,786-9.7% | $4,729-27.7% | $4,311-20.7% |
| Admin fee / account holder | $203 | $452-55.1% | $6,410-96.8% | $188+8.0% |