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 |
|---|---|---|
EMPLOYEE BENEFITS GROUP, LLC10+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $25,435 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,533 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,765 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,757 | $50,820+56.9% | $155,567-48.7% | $77,671+2.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 13.19% | 34.85%-21.7pp | 64.74%-51.5pp | 31.21%-18.0pp |
| Employer contribution / active EE | $2,904 | $1,993+45.7% | $4,674-37.9% | $2,726+6.5% |
| Participant deferral / active EE | $5,068 | $2,823+79.5% | $5,628-9.9% | $4,648+9.0% |
| Admin fee / account holder | $19 | $436-95.7% | $15,916-99.9% | $430-95.6% |