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 CO OF AM Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,930 |
KATHMERE CAPITAL MANAGEMENT6 years Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 27 435 DEVON PARK DR STE 715 · WAYNE, PA 190871946 | Advisory (Plan) | $20,141 |
DCSRETIRE INC1 year Service code 13 225 E PARK AVE · LAKE WALES, FL 33853 | Contract Administrator | $11,619 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,047 |
DORSA CONSULTING SERVICES6 years Filed as: DORSA CONSULTING SERVICES, INC. Service code 13 | Contract Administrator | $1,022 |
DORSA CONSULTING SERVICES6 years Filed as: DORSA CONSULTING SERVICES INC. Service code 13 PO BOX 720159 · SANDY SPRINGS, GA 30358 | Contract Administrator | -$422 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,820 | $79,169-67.4% | $100,415-74.3% | $74,478-65.3% |
| Participation rate | 94.3% | 79.4%+14.9pp | 81.5%+12.8pp | 67.2%+27.1pp |
| Annual return | 12.12% | 20.51%-8.4pp | 49.47%-37.4pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $983 | $3,017-67.4% | $3,943-75.1% | $2,626-62.6% |
| Participant deferral / active EE | $3,519 | $7,751-54.6% | $8,091-56.5% | $4,350-19.1% |
| Admin fee / account holder | $240 | $1,337-82.1% | $7,906-97.0% | $1,946-87.7% |