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 CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,155 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $42,293 |
INVESTMENT PLANNERS INC2 years Filed as: INVESTMENT PLANNERS, INC. Service code 55 PO BOX 170 · DECATUR, IL 625250170 | Other Commissions | $30,035 |
RSM US LLP3 years Filed as: RSM ROC & COMPANY Service code 10 PO BOX 10528 · SAN JUAN, PR 00922 | Accounting | $12,600 |
Service code 13 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $1,895 |
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 | $35,592 | $44,398-19.8% | $103,693-65.7% | $65,191-45.4% |
| Participation rate | 90.0% | 54.3%+35.7pp | 72.6%+17.4pp | 63.0%+27.0pp |
| Annual return | 12.24% | 325.62%-313.4pp | 47.61%-35.4pp | 51.24%-39.0pp |
| Employer contribution / active EE | $2,535 | $1,702+48.9% | $2,920-13.2% | $2,400+5.6% |
| Participant deferral / active EE | $1,363 | $1,797-24.2% | $4,579-70.2% | $2,671-49.0% |
| Admin fee / account holder | $253 | $856-70.4% | $7,858-96.8% | $907-72.1% |