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 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,086 |
DENALI WEALTH MANAGEMENT11+ years Service code 27 1325 W TOWNE SQUARE RD · MEQUON, WI 53092 | Advisory (Plan) | $23,482 |
BLUE CHIP RETIREMENT PLANS, INC.11+ years Service code 13 6737 W WASHINGTON, SUITE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $14,951 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,196 | $91,760+25.5% | $156,181-26.2% | $67,986+69.4% |
| Participation rate | 98.5% | 65.0%+33.5pp | 78.8%+19.6pp | 57.2%+41.3pp |
| Annual return | 15.76% | 18.14%-2.4pp | 64.87%-49.1pp | 31.67%-15.9pp |
| Employer contribution / active EE | $1,694 | $2,419-30.0% | $4,294-60.6% | $2,019-16.1% |
| Participant deferral / active EE | $5,163 | $3,960+30.4% | $6,132-15.8% | $3,358+53.8% |
| Admin fee / account holder | $367 | $3,949-90.7% | $14,586-97.5% | $3,203-88.5% |