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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $685,899 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $261,301 |
RPA FINANCIAL, LLC1 year Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $60,000 |
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 | $196,998 | $85,660+130.0% | $140,514+40.2% | $85,660+130.0% |
| Participation rate | 97.2% | 74.8%+22.3pp | 77.8%+19.4pp | 74.8%+22.3pp |
| Annual return | 3.45% | 19.52%-16.1pp | 14.36%-10.9pp | 19.52%-16.1pp |
| Employer contribution / active EE | $6,687 | $4,199+59.3% | $3,378+98.0% | $4,199+59.3% |
| Participant deferral / active EE | $16,170 | $3,518+359.6% | $4,919+228.8% | $3,518+359.6% |
| Admin fee / account holder | $170 | $224-24.1% | $13,697-98.8% | $224-24.1% |