Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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, CO 80111 | Recordkeeping Fees | $98,202 |
SECURITIES AMERICA INC4 years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Other Commissions | $41,702 |
Filed as: BARRY MAX LEVY & ASSOCIATES INC Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,004 |
Filed as: ASSOCIATED FINANCIAL CONSULTANTS Service code 99 | Other Fees | $813 |
Filed as: BARRY MAX LEVY & ASSOCIATES Service code 13 2890 W STATE ROAD 84, SUITE 118 · FT. LAUDERDALE, FL 33312 | Contract Administrator | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,982 | $61,391+113.4% | $149,723-12.5% | $71,529+83.1% |
| Participation rate | 98.5% | 62.5%+36.0pp | 78.8%+19.7pp | 67.9%+30.5pp |
| Annual return | 17.67% | 35.88%-18.2pp | 134.50%-116.8pp | 28.97%-11.3pp |
| Employer contribution / active EE | $6,221 | $2,384+161.0% | $4,821+29.0% | $2,590+140.2% |
| Participant deferral / active EE | $4,813 | $2,921+64.8% | $5,682-15.3% | $4,291+12.2% |
| Admin fee / account holder | $283 | $1,264-77.6% | $13,215-97.9% | $1,588-82.2% |