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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,386 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS LLC Service code 55 | Other Commissions | $19,421 |
ASCENSUS LLC2 years Filed as: ASCENSUS, INC. Service code 99 | Other Fees | $4,730 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 1102 CHESTNUT HILLS PRKY SUITE 100 · FORT WAYNE, IN 46814 | Contract Administrator | $2,335 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
ASCENSUS LLC2 years Filed as: FUTUREPAN CONSULTING Service code 13 · EIN 11-3665754 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $0 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS, LLC Service code 55 · EIN 41-1416330 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,451 | $83,023-12.7% | $102,437-29.3% | $77,762-6.8% |
| Participation rate | 34.6% | 71.5%-36.9pp | 74.5%-39.9pp | 70.6%-36.0pp |
| Annual return | -36.99% | 19.12%-56.1pp | 24.95%-61.9pp | 31.27%-68.3pp |
| Employer contribution / active EE | $1,453 | $3,552-59.1% | $3,871-62.5% | $2,728-46.7% |
| Participant deferral / active EE | $2,758 | $4,110-32.9% | $5,060-45.5% | $4,651-40.7% |
| Admin fee / account holder | $411 | $639-35.7% | $8,388-95.1% | $433-5.1% |