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 | $22,103 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 27 1301 W 22ND STREET · OAK BROOK, IL 60523 | Advisory (Plan) | $14,959 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,398 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $54,537 | $77,901-30.0% | $149,717-63.6% | $75,181-27.5% |
| Participation rate | 68.9% | 65.6%+3.3pp | 78.8%-9.9pp | 67.2%+1.7pp |
| Annual return | 13.52% | 31.73%-18.2pp | 134.41%-120.9pp | 160.69%-147.2pp |
| Employer contribution / active EE | $3,009 | $3,137-4.1% | $4,820-37.6% | $2,671+12.7% |
| Participant deferral / active EE | $1,796 | $3,411-47.3% | $5,682-68.4% | $4,126-56.5% |
| Admin fee / account holder | $667 | $5,949-88.8% | $13,213-94.9% | $5,650-88.2% |