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 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,370 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $29,277 |
RETIREMENTPLANS.COM, LLC4 years Service code 13 · EIN 80-0968774 16051 ADDISON ROAD, SUITE 205 · ADDISON, TX 75001 | Contract Administrator | $26,336 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,626 |
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 | $71,189 | $61,391+16.0% | $149,723-52.5% | $71,529-0.5% |
| Participation rate | 71.4% | 62.5%+8.8pp | 78.8%-7.4pp | 67.9%+3.4pp |
| Annual return | 16.28% | 35.88%-19.6pp | 134.50%-118.2pp | 28.97%-12.7pp |
| Employer contribution / active EE | $2,172 | $2,384-8.9% | $4,821-54.9% | $2,590-16.1% |
| Participant deferral / active EE | $3,818 | $2,921+30.7% | $5,682-32.8% | $4,291-11.0% |
| Admin fee / account holder | $294 | $1,264-76.7% | $13,215-97.8% | $1,588-81.5% |