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 OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,578 |
BOWLINE FINANCIAL LLC3 years Service code 27 · EIN 84-1748632 | Advisory (Plan) | $47,049 |
THE BENEFIT ADVANTAGE, INC.4 years Filed as: THE BENEFIT ADVANTAGE INC Service code 13 · EIN 38-3254950 | Contract Administrator | $11,487 |
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 | $49,665 | $52,188-4.8% | $86,617-42.7% | $74,440-33.3% |
| Participation rate | 96.7% | 66.3%+30.4pp | 71.7%+25.0pp | 70.7%+26.0pp |
| Annual return | 18.16% | 44.46%-26.3pp | 591.91%-573.8pp | 34.37%-16.2pp |
| Employer contribution / active EE | $2,696 | $2,282+18.1% | $3,023-10.8% | $2,638+2.2% |
| Participant deferral / active EE | $5,341 | $3,383+57.9% | $4,437+20.4% | $4,529+17.9% |
| Admin fee / account holder | $203 | $319-36.2% | $5,613-96.4% | $348-41.5% |