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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,091 |
Filed as: RAYMOND JAMES & ASSOCIATES .00 INC Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $41,960 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,502 |
NOVA 401(K) ASSOCIATES7 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,013 | $95,417-48.6% | $135,974-64.0% | $74,460-34.2% |
| Participation rate | 81.9% | 78.2%+3.6pp | 81.9%-0.1pp | 70.7%+11.1pp |
| Annual return | 17.39% | 32.76%-15.4pp | 68.30%-50.9pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,044 | $3,878-47.3% | $4,859-57.9% | $2,638-22.5% |
| Participant deferral / active EE | $5,396 | $7,789-30.7% | $7,760-30.5% | $4,530+19.1% |
| Admin fee / account holder | $285 | $266+7.2% | $10,767-97.4% | $348-18.0% |