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 | $27,201 |
DENALI WEALTH MANAGEMENT8+ years Service code 27 1325 W TOWNE SQUARE RD · MEQUON, WI 53092 | Advisory (Plan) | $16,904 |
BLUE CHIP RETIREMENT PLANS, INC.8+ years Service code 13 6737 W WASHINGTON · MILWAUKEE, WI 53214 | Contract Administrator | $13,225 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,048 | $86,655-5.3% | $119,622-31.4% | $66,938+22.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -16.54% | -8.00%-8.5pp | -14.98%-1.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $3,032 | $2,536+19.6% | $4,232-28.4% | $2,545+19.1% |
| Participant deferral / active EE | $5,289 | $4,358+21.4% | $5,601-5.6% | $4,238+24.8% |
| Admin fee / account holder | $282 | $755-62.6% | $10,328-97.3% | $594-52.5% |