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 A Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,565 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $11,401 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $8,905 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,418 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,162 | $65,428+79.1% | $169,390-30.8% | $71,511+63.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | 22.14% | 21.35%+0.8pp | 406.07%-383.9pp | 28.86%-6.7pp |
| Employer contribution / active EE | $2,899 | $2,064+40.5% | $4,013-27.8% | $2,589+12.0% |
| Participant deferral / active EE | $3,803 | $4,360-12.8% | $6,222-38.9% | $4,291-11.4% |
| Admin fee / account holder | $294 | $1,328-77.9% | $9,015-96.7% | $1,588-81.5% |