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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,130 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $14,000 |
LPL FINANCIAL9+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $7,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57 |
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 | $137,092 | $76,112+80.1% | $96,534+42.0% | $71,511+91.7% |
| Participation rate | 96.7% | 74.4%+22.3pp | 76.0%+20.7pp | 67.9%+28.7pp |
| Annual return | 12.11% | 22.81%-10.7pp | 25.88%-13.8pp | 28.86%-16.7pp |
| Employer contribution / active EE | $3,951 | $2,248+75.8% | $2,965+33.2% | $2,589+52.6% |
| Participant deferral / active EE | $6,764 | $4,217+60.4% | $4,851+39.4% | $4,291+57.7% |
| Admin fee / account holder | $302 | $2,708-88.8% | $8,253-96.3% | $1,588-81.0% |