Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $48,826 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $37,700 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,304 | $50,860-69.9% | $155,574-90.2% | $77,714-80.3% |
| Participation rate | 93.2% | 63.1%+30.0pp | 78.2%+14.9pp | 70.6%+22.6pp |
| Annual return | 10.32% | 34.86%-24.5pp | 64.87%-54.5pp | 31.26%-20.9pp |
| Employer contribution / active EE | $1,172 | $1,991-41.1% | $4,676-74.9% | $2,727-57.0% |
| Participant deferral / active EE | $2,117 | $2,825-25.0% | $5,629-62.4% | $4,649-54.5% |
| Admin fee / account holder | $114 | $436-74.0% | $15,914-99.3% | $433-73.8% |