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 | $71,594 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $52,214 |
EMPLOYEE BENEFITS GROUP, LLC2 years Filed as: EMPLOYEE BENEFITS GROUP LLC Service code 13 · EIN 73-1559747 | Contract Administrator | $9,790 |
EMPLOYEE BENEFITS GROUP, LLC2 years Service code 13 | Contract Administrator | $9,790 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,378 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,371 | $68,607+39.0% | $147,027-35.1% | $64,340+48.2% |
| Participation rate | 88.9% | 50.4%+38.5pp | 73.7%+15.1pp | 55.2%+33.6pp |
| Annual return | 8.03% | 13.75%-5.7pp | 20.23%-12.2pp | 24.14%-16.1pp |
| Employer contribution / active EE | $3,881 | $1,554+149.7% | $3,626+7.0% | $1,862+108.5% |
| Participant deferral / active EE | $5,207 | $2,402+116.8% | $4,933+5.6% | $2,980+74.7% |
| Admin fee / account holder | $398 | $3,287-87.9% | $12,223-96.7% | $3,703-89.2% |