Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,839 |
PNC BANK, N.A.1 year Filed as: PNC BANK NA Service code 27 1900 E 9TH ST · CLEVELAND, OH 44114 | Advisory (Plan) | $18,438 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,718 |
HORAN SECURITIES INC4 years Service code 55 8044 MONTGOMERY RD STE 640 · CINCINNATI, OH 45236 | Other Commissions | $3,523 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,626 | $79,181-27.2% | $102,423-43.7% | $74,429-22.6% |
| Participation rate | 73.2% | 74.8%-1.5pp | 76.5%-3.3pp | 67.2%+6.0pp |
| Annual return | 16.47% | 54.97%-38.5pp | 29.42%-13.0pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $3,975 | $2,362+68.3% | $3,023+31.5% | $2,625+51.4% |
| Participant deferral / active EE | $10,300 | $4,416+133.2% | $5,054+103.8% | $4,348+136.9% |
| Admin fee / account holder | $285 | $2,002-85.8% | $9,455-97.0% | $1,944-85.3% |