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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,387 |
Filed as: UNITED BANK Service code 27 2071 CHAIN BRIDGE RD · VIENNA, VA 22812 | Advisory (Plan) | $39,989 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,692 | $59,456+22.3% | $93,669-22.4% | $74,429-2.3% |
| Participation rate | 47.4% | 59.6%-12.2pp | 68.7%-21.3pp | 67.2%-19.8pp |
| Annual return | 13.22% | 82.00%-68.8pp | 133.59%-120.4pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,953 | $3,052-3.2% | $4,416-33.1% | $4,348-32.1% |
| Admin fee / account holder | $216 | $3,026-92.9% | $8,291-97.4% | $1,944-88.9% |