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 |
|---|---|---|
Service code 27 238 CANYON LAKES PL · SAN RAMON, CA 94582 | Advisory (Plan) | $56,190 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,859 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,738 |
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 | $63,701 | $38,165+66.9% | $189,758-66.4% | $69,255-8.0% |
| Participation rate | 81.9% | 66.7%+15.3pp | 79.8%+2.1pp | 69.0%+12.9pp |
| Annual return | 13.25% | 14.65%-1.4pp | 52.62%-39.4pp | 26.73%-13.5pp |
| Employer contribution / active EE | $2,468 | $1,589+55.3% | $4,767-48.2% | $2,645-6.7% |
| Participant deferral / active EE | $4,464 | $2,073+115.4% | $5,856-23.8% | $2,890+54.5% |
| Admin fee / account holder | $380 | $714-46.9% | $20,388-98.1% | $733-48.2% |