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 COMPANY Service code 64 8515 EASH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $187,582 |
PEAK RETIREMENT GROUP3 years Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $77,919 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $37,657 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EASH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,117 |
PARK CAPITAL MANAGEMENT LLC8 years Service code 27 700 REGENT ST · MADISON, WA 53715 | Advisory (Plan) | $14,545 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $48,744-100.0% | $93,696-100.0% | $199,960-100.0% |
| Participation rate | 0.0% | 63.7%-63.7pp | 68.7%-68.7pp | 72.0%-72.0pp |
| Annual return | 15.02% | 15.36%-0.3pp | 133.74%-118.7pp | 34.28%-19.3pp |
| Employer contribution / active EE | $698 | $1,140-38.8% | $2,422-71.2% | $3,036-77.0% |
| Participant deferral / active EE | $3,553 | $2,825+25.8% | $4,417-19.5% | $5,087-30.1% |
| Admin fee / account holder | $0 | $195-100.0% | $8,287-100.0% | $269-100.0% |