Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,137 |
Service code 13 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $13,113 |
FLEXPATH STRATEGIES, LLC4 years Filed as: FLEXPATH STRATEGIES LLC Service code 27 120 VANTIS STE400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $1,497 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,884 | $55,470-56.9% | $155,556-84.6% | $74,478-67.9% |
| Participation rate | 35.2% | 61.9%-26.7pp | 78.2%-43.0pp | 67.2%-32.0pp |
| Annual return | 15.69% | 269.80%-254.1pp | 64.84%-49.2pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $437 | $2,267-80.7% | $4,675-90.6% | $2,626-83.3% |
| Participant deferral / active EE | $2,975 | $2,838+4.8% | $5,631-47.2% | $4,350-31.6% |
| Admin fee / account holder | $178 | $1,744-89.8% | $15,885-98.9% | $1,946-90.8% |