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 | $22,087 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $13,602 |
TRISTAR PENSION LTD8+ years Filed as: TRISTAR PENSION, LTD. Service code 13 · EIN 75-1553813 9150 N MAY AVE SUITE A · OKLAHOMA CITY, OK 73120 | Contract Administrator | $9,681 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $489 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,919 | $84,493-50.4% | $125,381-66.6% | $66,938-37.4% |
| Participation rate | 28.6% | 76.4%-47.8pp | 82.4%-53.8pp | 69.8%-41.2pp |
| Annual return | -15.20% | -8.49%-6.7pp | 572.31%-587.5pp | 1.58%-16.8pp |
| Employer contribution / active EE | $487 | $3,554-86.3% | $4,815-89.9% | $2,545-80.9% |
| Participant deferral / active EE | $1,865 | $6,783-72.5% | $7,448-75.0% | $4,238-56.0% |
| Admin fee / account holder | $469 | $685-31.5% | $10,007-95.3% | $594-20.9% |