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 |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $50,624 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,708 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,624 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,095 | $55,470+89.5% | $155,556-32.4% | $74,478+41.1% |
| Participation rate | 96.2% | 61.9%+34.3pp | 78.2%+17.9pp | 67.2%+28.9pp |
| Annual return | 13.71% | 269.80%-256.1pp | 64.84%-51.1pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $6,647 | $2,267+193.3% | $4,675+42.2% | $2,626+153.1% |
| Participant deferral / active EE | $5,332 | $2,838+87.9% | $5,631-5.3% | $4,350+22.6% |
| Admin fee / account holder | $556 | $1,744-68.1% | $15,885-96.5% | $1,946-71.4% |