Filed September 4, 2025
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 RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-1532243 | Investment Management | $13,279 |
WHALEN CAPITAL2+ years Filed as: WHALEN CAPITAL, INC Service code 27 · EIN 81-0563242 | Advisory (Plan) | $12,345 |
Service code 13 | Contract Administrator | $1,050 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,050 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,078 | $46,072-30.4% | $69,779-54.0% | $55,167-41.9% |
| Participation rate | 76.2% | 67.5%+8.8pp | 71.8%+4.4pp | 69.0%+7.2pp |
| Annual return | 5.06% | 8.68%-3.6pp | 12.99%-7.9pp | 169.23%-164.2pp |
| Employer contribution / active EE | $1,285 | $1,500-14.4% | $2,338-45.1% | $1,963-34.5% |
| Participant deferral / active EE | $1,421 | $2,344-39.4% | $2,931-51.5% | $3,054-53.5% |
| Admin fee / account holder | $114 | $428-73.3% | $4,381-97.4% | $504-77.4% |