Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,425 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $7,361 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,929 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,222 | $54,590-68.5% | $81,926-79.0% | $73,493-76.6% |
| Participation rate | 72.8% | 68.3%+4.5pp | 72.0%+0.8pp | 70.7%+2.1pp |
| Annual return | 19.68% | 17.74%+1.9pp | 29.49%-9.8pp | 28.51%-8.8pp |
| Employer contribution / active EE | $1,475 | $1,636-9.8% | $4,310-65.8% | $2,270-35.0% |
| Participant deferral / active EE | $2,615 | $2,759-5.2% | $7,108-63.2% | $3,740-30.1% |
| Admin fee / account holder | $101 | $592-82.9% | $5,159-98.0% | $513-80.2% |