Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 51 KILMAYNE DRIVE · CARY, NC 27511 | Advisory (Plan) | $22,067 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,633 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,088 | $103,966-21.0% | $112,899-27.3% | $75,181+9.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 19.33% | 24.54%-5.2pp | 34.11%-14.8pp | 160.69%-141.4pp |
| Employer contribution / active EE | $9,583 | $3,870+147.6% | $4,566+109.9% | $2,671+258.9% |
| Participant deferral / active EE | $17,089 | $5,456+213.2% | $6,516+162.3% | $4,126+314.2% |
| Admin fee / account holder | $334 | $7,663-95.6% | $7,047-95.3% | $5,650-94.1% |