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 65 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Account Maintenance | $46,763 |
COMMERCE BANK8 years Service code 26 · EIN 48-0962626 922 WALNUT ST · KANSAS CITY, MO 64106 | Advisory (Participants) | $34,082 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 | Accounting | $12,060 |
BLAKE & UHLIG, P.A.9 years Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 6803 W 64TH ST, SUITE 300 · OVERLAND PARK, KS 66202 | Legal | $7,667 |
COTTONWOOD ADVISORS, LLC10+ years Service code 27 · EIN 20-4591722 | Advisory (Plan) | $5,848 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,659 | $90,170-30.5% | $150,734-58.4% | $69,733-10.1% |
| Participation rate | 100.0% | 60.2%+39.8pp | 78.4%+21.6pp | 62.5%+37.5pp |
| Annual return | 4.07% | 16.56%-12.5pp | 600.81%-596.7pp | 15.22%-11.2pp |
| Employer contribution / active EE | $8,042 | $3,428+134.6% | $4,918+63.5% | $2,250+257.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $579 | $4,600-87.4% | $14,905-96.1% | $3,102-81.3% |