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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,848 |
SHERIDAN ROAD ADVISORS LLC4 years Service code 27 707 SKOKIE BLVD STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $20,833 |
Filed as: SVA CERTIFIED PUBLIC ACCOUNTANTS S Service code 10 1221 JOHN Q HAMMONS DR · MADISON, WI 537444968 | Accounting | $9,345 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $4,167 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,240 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,405 | $46,332+224.6% | $143,797+4.6% | $64,824+132.0% |
| Participation rate | 98.9% | 64.2%+34.6pp | 80.3%+18.6pp | 71.5%+27.4pp |
| Annual return | -18.56% | -10.05%-8.5pp | -0.04%-18.5pp | 32.84%-51.4pp |
| Employer contribution / active EE | $5,286 | $1,911+176.6% | $4,952+6.7% | $2,507+110.8% |
| Participant deferral / active EE | $6,280 | $2,647+137.2% | $5,638+11.4% | $4,311+45.7% |
| Admin fee / account holder | $274 | $154+78.0% | $14,679-98.1% | $188+45.8% |