Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,580 |
Filed as: MAGNOLIA CAPITAL ADVISORS LLC Service code 27 4500 I-55 NORTH STE 291 · JACKSON, MS 39211 | Advisory (Plan) | $2,537 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $2,513 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33 |
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,028 | $62,177-85.5% | $81,370-88.9% | $74,478-87.9% |
| Participation rate | 93.5% | 64.1%+29.5pp | 69.5%+24.0pp | 67.2%+26.3pp |
| Annual return | 14.39% | 16.62%-2.2pp | 24.85%-10.5pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $506 | $1,881-73.1% | $2,464-79.5% | $2,626-80.7% |
| Participant deferral / active EE | $1,810 | $3,219-43.8% | $3,885-53.4% | $4,350-58.4% |
| Admin fee / account holder | $167 | $1,927-91.4% | $5,749-97.1% | $1,946-91.4% |