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 | $1,886 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $690 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $524 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,674 | $84,493-88.6% | $125,381-92.3% | $66,938-85.5% |
| Participation rate | 23.8% | 76.4%-52.6pp | 82.4%-58.6pp | 69.8%-46.0pp |
| Annual return | -16.27% | -8.49%-7.8pp | 572.31%-588.6pp | 1.58%-17.8pp |
| Employer contribution / active EE | $999 | $3,554-71.9% | $4,815-79.3% | $2,545-60.7% |
| Participant deferral / active EE | $917 | $6,783-86.5% | $7,448-87.7% | $4,238-78.4% |
| Admin fee / account holder | $67 | $685-90.2% | $10,007-99.3% | $594-88.7% |