Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $339,542 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $61,494 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,191 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $16,673 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,149 | $100,573-58.1% | $191,597-78.0% | $100,573-58.1% |
| Participation rate | 75.6% | 70.9%+4.6pp | 76.9%-1.4pp | 70.9%+4.6pp |
| Annual return | 20.94% | 18.89%+2.0pp | 27.07%-6.1pp | 18.89%+2.0pp |
| Employer contribution / active EE | $3,266 | $3,763-13.2% | $5,025-35.0% | $3,763-13.2% |
| Participant deferral / active EE | $4,830 | $4,921-1.8% | $6,850-29.5% | $4,921-1.8% |
| Admin fee / account holder | $409 | $454-9.9% | $22,799-98.2% | $454-9.9% |