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 | $27,363 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $16,978 |
TRINITY PENSION CONSULTANTS4 years Service code 13 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Contract Administrator | $7,374 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $755 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,401 | $49,451-26.4% | $79,576-54.3% | $66,930-45.6% |
| Participation rate | 67.6% | 61.3%+6.3pp | 69.5%-1.9pp | 69.8%-2.2pp |
| Annual return | -16.23% | 84.25%-100.5pp | 0.15%-16.4pp | 1.57%-17.8pp |
| Employer contribution / active EE | $1,136 | $1,266-10.2% | $2,413-52.9% | $2,545-55.4% |
| Participant deferral / active EE | $2,620 | $3,159-17.1% | $3,985-34.3% | $4,238-38.2% |
| Admin fee / account holder | $279 | $595-53.1% | $6,834-95.9% | $593-53.0% |