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 | $65,964 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $13,373 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,787 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST INSURANCE HOLDINGS LLC Service code 27 214 N TRYON STREET FL 46 · CHARLOTTE, NC 28202 | Advisory (Plan) | $10,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,066 | $79,181+35.2% | $102,423+4.5% | $74,429+43.9% |
| Participation rate | 69.4% | 74.8%-5.3pp | 76.5%-7.1pp | 67.2%+2.2pp |
| Annual return | 23.04% | 54.97%-31.9pp | 29.42%-6.4pp | 1368.38%-1345.3pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $11,611 | $4,416+162.9% | $5,054+129.7% | $4,348+167.0% |
| Admin fee / account holder | $448 | $2,002-77.6% | $9,455-95.3% | $1,944-76.9% |