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 CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $84,823 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $33,109 |
LOREN D. STARK COMPANY5 years Filed as: LOREN D STARK COMPANY Service code 13 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $15,357 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,146 |
ABIP PC1 year Service code 10 1717 SAINT JAMES PL STE 500 · HOUSTON, TX 77056 | Accounting | $8,000 |
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 | $93,233 | $85,515+9.0% | $112,040-16.8% | $67,986+37.1% |
| Participation rate | 81.3% | 68.2%+13.0pp | 76.5%+4.8pp | 57.2%+24.0pp |
| Annual return | 9.91% | 29.68%-19.8pp | 24.52%-14.6pp | 31.67%-21.8pp |
| Employer contribution / active EE | $3,029 | $2,191+38.2% | $2,954+2.5% | $2,019+50.0% |
| Participant deferral / active EE | $5,934 | $4,014+47.8% | $5,098+16.4% | $3,358+76.7% |
| Admin fee / account holder | $381 | $3,774-89.9% | $12,098-96.9% | $3,203-88.1% |