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 | $46,919 |
Filed as: STEGNER INVESTMENT ASSOCIATES INC Service code 27 233 BRECKENRIDGE LN · LOUISVILLE, KY 40207 | Advisory (Plan) | $24,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,981 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT, LLP Service code 10 3800 GLENWOOD AVE · RALEIGHT, NC 27612 | Accounting | $2,940 |
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.
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 | $132,720 | $86,949+52.6% | $102,460+29.5% | $80,959+63.9% |
| Participation rate | 95.9% | 72.4%+23.5pp | 76.5%+19.4pp | 67.7%+28.3pp |
| Annual return | 10.08% | 18.89%-8.8pp | 29.47%-19.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,537 | $2,370-35.1% | $3,025-49.2% | $2,757-44.2% |
| Participant deferral / active EE | $6,312 | $4,121+53.2% | $5,056+24.8% | $4,300+46.8% |
| Admin fee / account holder | $597 | $8,048-92.6% | $9,460-93.7% | $6,925-91.4% |