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 COMPAN Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OR 80111 | Recordkeeping Fees | $43,606 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $28,585 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $393,381 | $128,603+205.9% | $197,124+99.6% | $67,986+478.6% |
| Participation rate | 84.6% | 81.7%+2.9pp | 86.7%-2.1pp | 57.2%+27.4pp |
| Annual return | 13.78% | 23.77%-10.0pp | 44.34%-30.6pp | 31.67%-17.9pp |
| Employer contribution / active EE | $2,991 | $4,379-31.7% | $6,227-52.0% | $2,019+48.2% |
| Participant deferral / active EE | $5,064 | $6,840-26.0% | $9,135-44.6% | $3,358+50.8% |
| Admin fee / account holder | $746 | $3,035-75.4% | $16,298-95.4% | $3,203-76.7% |