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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,278 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,200 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $2,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,153 | $60,545-40.3% | $92,240-60.8% | $69,631-48.1% |
| Participation rate | 66.7% | 72.2%-5.4pp | 76.5%-9.7pp | 70.7%-4.0pp |
| Annual return | 13.23% | 19.71%-6.5pp | 176.29%-163.1pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $2,139 | $2,633-18.8% | $3,680-41.9% | $2,032+5.3% |
| Participant deferral / active EE | $3,129 | $2,828+10.6% | $3,897-19.7% | $3,224-2.9% |
| Admin fee / account holder | $29 | $145-79.8% | $5,194-99.4% | $110-73.5% |