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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,299 |
Filed as: COURY FIRM ASSET MANAGEMENT, LLC Service code 27 260 FORBES AVE., SUITE 1600 · PITTSBURGH, PA 15222 | Advisory (Plan) | $12,269 |
Filed as: DUNBAR BENDER & ZAPF, INC. Service code 13 400 HOLIDAY DRIVE, SUITE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $8,750 |
BANCFIRST2 years Service code 27 P.O. BOX 1468 · DUNCAN, OK 73534 | Advisory (Plan) | $6,845 |
EMPLOYEE BENEFITS GROUP, LLC2 years Filed as: EMPLOYEE BENEFITS GROUP LLC Service code 13 | Contract Administrator | $2,323 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16 |
EMPLOYEE BENEFITS GROUP, LLC7 years Service code 13 P.O. BOX 521093 · TULSA, OK 74152 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,174 | $101,672-24.1% | $147,117-47.5% | $74,478+3.6% |
| Participation rate | 53.9% | 75.5%-21.6pp | 82.2%-28.3pp | 67.2%-13.3pp |
| Annual return | 14.05% | 8757.83%-8743.8pp | 420.54%-406.5pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $257 | $3,813-93.3% | $4,932-94.8% | $2,626-90.2% |
| Participant deferral / active EE | $2,153 | $7,305-70.5% | $8,065-73.3% | $4,350-50.5% |
| Admin fee / account holder | $619 | $1,753-64.7% | $12,993-95.2% | $1,946-68.2% |