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 O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $8,123 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 99 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Other Fees | $1,269 |
ANDCO CONSULTING4 years Filed as: ANDCO CONSULTING LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $635 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,925 | $68,110-42.8% | $155,556-75.0% | $99,313-60.8% |
| Participation rate | 5.6% | 67.8%-62.2pp | 78.2%-72.6pp | 71.7%-66.1pp |
| Annual return | 12.12% | 16.16%-4.0pp | 64.84%-52.7pp | 17.67%-5.5pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $4,675-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $86 | $3,865-97.8% | $5,631-98.5% | $5,346-98.4% |
| Admin fee / account holder | $25 | $94-73.1% | $15,885-99.8% | $109-76.8% |