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 | $67,894 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 | Advisory (Plan) | $57,132 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,396 |
TRISTAR PENSION LTD2 years Filed as: TRISTAR PENSION CONSULTING Service code 13 · EIN 73-1553813 9150 NORTH MAY AVENUE · OKLAHOMA CITY, OK 73120 | Contract Administrator | $1,100 |
NOVA 401(K) ASSOCIATES9 years Service code 13 10777 NORTHWEST FREEWAY STE 440 · HOUSTON TX, TX 77092 | Contract Administrator | $0 |
TRISTAR PENSION LTD2 years Filed as: TRISTAR PENSION, LTD Service code 13 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,288 | $112,596-43.8% | $152,301-58.4% | $64,728-2.2% |
| Participation rate | 97.1% | 63.6%+33.5pp | 82.4%+14.6pp | 57.9%+39.2pp |
| Annual return | 18.85% | 23.76%-4.9pp | 80.50%-61.6pp | 49.38%-30.5pp |
| Employer contribution / active EE | $2,075 | $3,716-44.2% | $4,624-55.1% | $2,243-7.5% |
| Participant deferral / active EE | $5,841 | $6,075-3.8% | $8,004-27.0% | $2,729+114.0% |
| Admin fee / account holder | $348 | $996-65.1% | $14,398-97.6% | $1,145-69.6% |