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 |
|---|---|---|
OPEROSE ADVISORS, LLC2 years Filed as: OPEROSE ADVISORES LLC Service code 27 735 N WATER ST. SUITE 1440 · MILWAUKEE, WI 53202 | Advisory (Plan) | $47,380 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,089 |
Service code 13 6737 W WASHINGTON, #1105 · MILWAUKEE, WI 53214 | Contract Administrator | $20,277 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,621 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,733 | $62,686-44.6% | $178,540-80.5% | $77,736-55.3% |
| Participation rate | 41.7% | 66.9%-25.2pp | 77.1%-35.4pp | 70.6%-28.9pp |
| Annual return | 18.42% | 16.16%+2.3pp | 27.15%-8.7pp | 31.26%-12.8pp |
| Employer contribution / active EE | $760 | $1,914-60.3% | $3,953-80.8% | $2,728-72.1% |
| Participant deferral / active EE | $2,348 | $4,224-44.4% | $6,281-62.6% | $4,651-49.5% |
| Admin fee / account holder | $355 | $386-8.1% | $10,424-96.6% | $433-18.1% |