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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,342 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $46,172 |
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 | $199,543 | $80,731+147.2% | $103,374+93.0% | $74,546+167.7% |
| Participation rate | 88.6% | 65.7%+23.0pp | 74.5%+14.1pp | 67.2%+21.4pp |
| Annual return | 12.42% | 27.56%-15.1pp | 24.89%-12.5pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $5,402 | $3,158+71.1% | $3,869+39.6% | $2,624+105.8% |
| Participant deferral / active EE | $8,722 | $3,860+125.9% | $5,058+72.4% | $4,347+100.6% |
| Admin fee / account holder | $621 | $2,369-73.8% | $8,394-92.6% | $1,944-68.1% |