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 | $84,738 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $47,209 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,946 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
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 | $190,791 | $112,596+69.4% | $152,301+25.3% | $64,728+194.8% |
| Participation rate | 97.3% | 63.6%+33.7pp | 82.4%+14.8pp | 57.9%+39.4pp |
| Annual return | 10.48% | 23.76%-13.3pp | 80.50%-70.0pp | 49.38%-38.9pp |
| Employer contribution / active EE | $6,813 | $3,716+83.4% | $4,624+47.3% | $2,243+203.8% |
| Participant deferral / active EE | $14,653 | $6,075+141.2% | $8,004+83.1% | $2,729+436.9% |
| Admin fee / account holder | $227 | $996-77.2% | $14,398-98.4% | $1,145-80.2% |