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 CO Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,913 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN WEALTH ADV LLC Service code 27 1301 W 22ND ST SUITE 1100 · OAK BROOK, IL 60523 | Advisory (Plan) | $12,701 |
Filed as: CBIZ BENEFITS & INS SERVICES Service code 13 28126 NETWORK PLACE · CHICAGO, IL 60673 | Contract Administrator | $1,975 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,576 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,291 | $51,223-62.3% | $82,763-76.7% | $66,949-71.2% |
| Participation rate | 96.8% | 67.9%+28.9pp | 72.6%+24.3pp | 69.8%+27.0pp |
| Annual return | -15.02% | -9.85%-5.2pp | 702.45%-717.5pp | 1.57%-16.6pp |
| Employer contribution / active EE | $2,100 | $2,611-19.6% | $3,008-30.2% | $2,545-17.5% |
| Participant deferral / active EE | $4,010 | $3,460+15.9% | $4,395-8.8% | $4,239-5.4% |
| Admin fee / account holder | $170 | $415-59.1% | $5,325-96.8% | $594-71.4% |