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 | $66,448 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $42,984 |
NEXUS ADMINISTRATORS, INC.4 years Filed as: NEXUS ADMINSTRATORS, INC. Service code 13 | Contract Administrator | $10,000 |
NEXUS ADMINISTRATORS, INC.4 years Service code 13 7647 N. FRESNO STE, STE 102 · FRESNO, CA 93711 | Contract Administrator | $4,425 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,207 |
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 | $182,254 | $76,696+137.6% | $96,538+88.8% | $71,529+154.8% |
| Participation rate | 90.1% | 66.6%+23.5pp | 74.3%+15.7pp | 67.9%+22.2pp |
| Annual return | 17.27% | 48.32%-31.0pp | 35.74%-18.5pp | 28.97%-11.7pp |
| Employer contribution / active EE | $12,222 | $3,032+303.2% | $3,740+226.8% | $2,590+371.9% |
| Participant deferral / active EE | $8,195 | $3,770+117.4% | $4,880+67.9% | $4,291+91.0% |
| Admin fee / account holder | $508 | $2,030-75.0% | $6,737-92.5% | $1,588-68.1% |