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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,652 |
EVERHART ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $36,462 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,145 | $101,672-34.9% | $147,117-55.0% | $74,478-11.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.64% | 8757.83%-8744.2pp | 420.54%-406.9pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $3,524 | $3,813-7.6% | $4,932-28.5% | $2,626+34.2% |
| Participant deferral / active EE | $5,965 | $7,305-18.3% | $8,065-26.0% | $4,350+37.1% |
| Admin fee / account holder | $336 | $1,753-80.8% | $12,993-97.4% | $1,946-82.7% |