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 | $22,220 |
DEFINITI LLC5 years Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $17,476 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $14,817 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,755 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,303 |
Filed as: RUZOMBERKA HOLLAND RENK SMITH INC Service code 10 1606 CARMODY CT. · SEWICKLEY, PA 15143 | Accounting | $500 |
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 | $33,905 | $50,860-33.3% | $155,574-78.2% | $77,714-56.4% |
| Participation rate | 94.4% | 63.1%+31.2pp | 78.2%+16.2pp | 70.6%+23.8pp |
| Annual return | 14.77% | 34.86%-20.1pp | 64.87%-50.1pp | 31.26%-16.5pp |
| Employer contribution / active EE | $1,291 | $1,991-35.1% | $4,676-72.4% | $2,727-52.6% |
| Participant deferral / active EE | $2,478 | $2,825-12.3% | $5,629-56.0% | $4,649-46.7% |
| Admin fee / account holder | $325 | $436-25.6% | $15,914-98.0% | $433-25.0% |