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 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 | $139,251+41.5% | $113,397+73.7% | $100,573+95.9% |
| Participation rate | 97.2% | 88.8%+8.4pp | 76.5%+20.7pp | 70.9%+26.2pp |
| Annual return | 3.45% | 14.13%-10.7pp | 23.20%-19.8pp | 18.89%-15.4pp |
| Employer contribution / active EE | $6,687 | $3,969+68.5% | $2,977+124.6% | $3,763+77.7% |
| Participant deferral / active EE | $16,170 | $7,399+118.5% | $5,076+218.5% | $4,921+228.6% |
| Admin fee / account holder | $170 | $149+13.9% | $11,957-98.6% | $454-62.6% |