Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX INVESTMENT SERVICES INC DBA Service code 27 3200 OLYMPUS BLVD STE 100 · DALLAS, TX 75019 | Advisory (Plan) | $16,010 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,270 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,195 | $69,771+0.6% | $67,524+4.0% | $74,400-5.7% |
| Participation rate | 99.4% | 71.4%+28.0pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 575.95% | -40.49%+616.4pp | 3519.41%-2943.5pp | 1367.51%-791.6pp |
| Employer contribution / active EE | $2,745 | $2,710+1.3% | $2,734+0.4% | $2,624+4.6% |
| Participant deferral / active EE | $4,500 | $3,638+23.7% | $4,001+12.4% | $4,348+3.5% |
| Admin fee / account holder | $75 | $889-91.6% | $4,001-98.1% | $1,944-96.2% |