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 | $35,678 |
LAKE STREET FINANCIAL LLC7 years Service code 27 444 W LAKE STREET · CHICAGO, IL 60606 | Advisory (Plan) | $34,830 |
Filed as: ALLIANCE PENSION CONSULTANTS LLC Service code 13 1751 LAKE COOK RD · DEERFIELD, IL 60015 | Contract Administrator | $26,139 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,908 |
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 | $29,438 | $80,748-63.5% | $102,383-71.2% | $74,429-60.4% |
| Participation rate | 98.8% | 65.7%+33.1pp | 74.5%+24.3pp | 67.2%+31.6pp |
| Annual return | 12.00% | 27.57%-15.6pp | 24.94%-12.9pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $2,457 | $3,159-22.2% | $3,870-36.5% | $2,625-6.4% |
| Participant deferral / active EE | $5,756 | $3,861+49.1% | $5,060+13.8% | $4,348+32.4% |
| Admin fee / account holder | $450 | $2,371-81.0% | $8,391-94.6% | $1,944-76.9% |