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 | $59,455 |
DA DAVIDSON & CO1 year Filed as: DA DAVIDSON & COMPNAY Service code 55 8TH 3RD STREET NORTH · GREAT FALLS, MT 59401 | Other Commissions | $43,025 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,783 | $50,860-27.7% | $155,574-76.4% | $77,714-52.7% |
| Participation rate | 76.9% | 63.1%+13.8pp | 78.2%-1.3pp | 70.6%+6.3pp |
| Annual return | 13.12% | 34.86%-21.7pp | 64.87%-51.8pp | 31.26%-18.1pp |
| Employer contribution / active EE | $1,920 | $1,991-3.6% | $4,676-58.9% | $2,727-29.6% |
| Participant deferral / active EE | $2,835 | $2,825+0.4% | $5,629-49.6% | $4,649-39.0% |
| Admin fee / account holder | $252 | $436-42.2% | $15,914-98.4% | $433-41.7% |