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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $75,972 |
AMERICAN FUNDS5 years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 ATTN CHARLES LANGOWSKI · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $31,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,573 | $89,123-18.6% | $102,460-29.2% | $77,762-6.7% |
| Participation rate | 52.4% | 80.9%-28.5pp | 76.5%-24.1pp | 70.6%-18.2pp |
| Annual return | 10.18% | 25.05%-14.9pp | 29.47%-19.3pp | 31.27%-21.1pp |
| Employer contribution / active EE | $479 | $2,700-82.2% | $3,025-84.2% | $2,728-82.4% |
| Participant deferral / active EE | $2,649 | $5,148-48.5% | $5,056-47.6% | $4,651-43.0% |
| Admin fee / account holder | $326 | $236+38.4% | $9,460-96.5% | $433-24.6% |