Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
DANA INVESTMENT ADVISORS4 years Filed as: DANA INVESTMENT ADVISORS INC Service code 27 PO BOX 1067 · BROOKFIELD, WI 53008 | Advisory (Plan) | $56,165 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,319 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,808 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,762 | $47,163+279.0% | $149,696+19.4% | $74,460+140.1% |
| Participation rate | 90.9% | 63.4%+27.5pp | 78.8%+12.2pp | 70.7%+20.2pp |
| Annual return | 19.10% | 22.75%-3.7pp | 134.46%-115.4pp | 34.38%-15.3pp |
| Employer contribution / active EE | $5,972 | $1,907+213.2% | $4,821+23.9% | $2,638+126.4% |
| Participant deferral / active EE | $6,181 | $2,730+126.4% | $5,682+8.8% | $4,530+36.5% |
| Admin fee / account holder | $305 | $343-11.2% | $13,212-97.7% | $348-12.4% |