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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $127,297 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $46,074 |
BDO USA, LLP3 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $27,502 |
DEFINITI LLC4 years Filed as: DEFINITI Service code 13 | Contract Administrator | $26,451 |
K. WILLIAMSON1 year Filed as: WILLIAMSON CADILLAC COMPANY Service code 99 7815 SW 104 ST · MIAMI, FL 33156 | Other Fees | $14,839 |
DEFINITI LLC1 year Service code 13 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $10,175 |
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.
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 | $84,129 | $53,165+58.2% | $86,235-2.4% | $74,473+13.0% |
| Participation rate | 91.8% | 64.9%+26.9pp | 69.0%+22.8pp | 70.7%+21.0pp |
| Annual return | 13.45% | 22.64%-9.2pp | 1170.03%-1156.6pp | 34.36%-20.9pp |
| Employer contribution / active EE | $2,942 | $1,210+143.2% | $2,381+23.6% | $2,638+11.5% |
| Participant deferral / active EE | $5,549 | $3,234+71.6% | $3,987+39.2% | $4,530+22.5% |
| Admin fee / account holder | $636 | $551+15.4% | $6,856-90.7% | $347+83.3% |