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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $119,656 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,219 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $118,036 | $95,388+23.7% | $125,401-5.9% | $77,906+51.5% |
| Participation rate | 94.4% | 78.6%+15.8pp | 82.4%+12.0pp | 73.7%+20.7pp |
| Annual return | -17.37% | 116.19%-133.6pp | 572.53%-589.9pp | 12.16%-29.5pp |
| Employer contribution / active EE | $8,042 | $3,666+119.3% | $4,816+67.0% | $2,846+182.5% |
| Participant deferral / active EE | $13,213 | $7,711+71.3% | $7,448+77.4% | $4,805+175.0% |
| Admin fee / account holder | $114 | $119-4.1% | $10,008-98.9% | $133-14.0% |