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 |
|---|---|---|
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $33,137 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,190 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $6,627 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,762 | $77,817-25.8% | $123,553-53.2% | $64,173-10.0% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -4.34% | 12.49%-16.8pp | 119.21%-123.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,907 | $3,014-36.7% | $4,628-58.8% | $2,381-19.9% |
| Participant deferral / active EE | $2,287 | $5,240-56.4% | $6,426-64.4% | $3,470-34.1% |
| Admin fee / account holder | $203 | $5,519-96.3% | $9,284-97.8% | $4,887-95.8% |