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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,597 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,583 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Contract Administrator | $15,840 |
Filed as: EMPOWER FINANCIAL SERVICES Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Other investment fees and expenses; S... | $13,727 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $328,092 | $55,437+491.8% | $155,534+110.9% | $74,459+340.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.21% | 269.58%-256.4pp | 64.92%-51.7pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $17,010 | $2,266+650.7% | $4,675+263.9% | $2,626+547.8% |
| Participant deferral / active EE | $11,135 | $2,837+292.5% | $5,630+97.8% | $4,350+156.0% |
| Admin fee / account holder | $349 | $1,742-80.0% | $15,900-97.8% | $1,945-82.1% |