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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,375 |
Filed as: FIFTH THIRD BANK Service code 99 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Other Fees | $14,546 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $315 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $2 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,575 | $78,607+12.7% | $105,624-16.1% | $74,478+18.9% |
| Participation rate | 94.4% | 72.8%+21.6pp | 75.3%+19.2pp | 67.2%+27.2pp |
| Annual return | 8.90% | 15.96%-7.1pp | 116.20%-107.3pp | 1370.56%-1361.7pp |
| Employer contribution / active EE | $2,738 | $2,523+8.5% | $3,168-13.6% | $2,626+4.2% |
| Participant deferral / active EE | $1,566 | $4,325-63.8% | $5,013-68.8% | $4,350-64.0% |
| Admin fee / account holder | $370 | $2,220-83.3% | $10,961-96.6% | $1,946-81.0% |