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 ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,561 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 DBA CAPTRUST FINANCIAL · RALEIGH, NC 27609 | Advisory (Plan) | $37,999 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,053 | $55,458-44.0% | $76,030-59.2% | $77,762-60.1% |
| Participation rate | 33.6% | 63.6%-30.0pp | 69.1%-35.5pp | 70.6%-37.0pp |
| Annual return | 11.66% | 17.10%-5.4pp | 361.54%-349.9pp | 31.27%-19.6pp |
| Employer contribution / active EE | $866 | $1,792-51.7% | $2,688-67.8% | $2,728-68.3% |
| Participant deferral / active EE | $1,606 | $3,454-53.5% | $4,257-62.3% | $4,651-65.5% |
| Admin fee / account holder | $349 | $411-15.1% | $6,421-94.6% | $433-19.5% |