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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,527 |
OSAIC WEALTH INC1 year Filed as: OSAIC FS INC Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $5,731 |
CRS INC2 years Filed as: CRS CPA PSC Service code 13 151 TETUAN STREET · SAN JUAN, PR 00901 | Contract Administrator | $324 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $58,311-100.0% | $81,882-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 63.5%-63.5pp | 72.4%-72.4pp | 67.7%-67.7pp |
| Annual return | 7.72% | 41.85%-34.1pp | 779.47%-771.8pp | 35.67%-28.0pp |
| Employer contribution / active EE | $1,068 | $2,347-54.5% | $2,916-63.4% | $2,757-61.3% |
| Participant deferral / active EE | $2,136 | $3,287-35.0% | $4,323-50.6% | $4,300-50.3% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |