Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $71,788 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,861 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $2,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,487 | $42,127-63.2% | $85,240-81.8% | $106,553-85.5% |
| Participation rate | 4.2% | 36.6%-32.4pp | 67.5%-63.3pp | 69.8%-65.6pp |
| Annual return | 18.02% | 36.21%-18.2pp | 66.75%-48.7pp | 17.37%+0.7pp |
| Employer contribution / active EE | $97 | $825-88.3% | $2,735-96.5% | $3,359-97.1% |
| Participant deferral / active EE | $180 | $2,066-91.3% | $4,527-96.0% | $5,562-96.8% |
| Admin fee / account holder | $104 | $114-8.8% | $6,165-98.3% | $80+30.0% |