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 |
|---|---|---|
AZALEA ADMINISTRATION LLC5 years Filed as: AZALEA ADMINISTRATION Service code 14 · EIN 27-0711617 PO BOX 180293 · MOBILE, AL 36618 | Plan Administrator | $2,975 |
Filed as: EMPOWER INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,564 |
Filed as: EMPOWER ADVISORY GROUP Service code 20 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Trustee (individual) | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,473 | $30,107-55.3% | $61,501-78.1% | $64,824-79.2% |
| Participation rate | 36.9% | 36.4%+0.5pp | 52.6%-15.7pp | 71.5%-34.6pp |
| Annual return | -21.31% | -13.99%-7.3pp | 339.04%-360.4pp | 32.84%-54.2pp |
| Employer contribution / active EE | $152 | $537-71.7% | $1,160-86.9% | $2,507-93.9% |
| Participant deferral / active EE | $627 | $1,126-44.3% | $2,125-70.5% | $4,311-85.5% |
| Admin fee / account holder | $32 | $148-78.5% | $2,132-98.5% | $188-83.0% |