Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,013 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1517485 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $10,955 |
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 | $28,712 | $54,690-47.5% | $76,030-62.2% | $74,478-61.4% |
| Participation rate | 96.8% | 60.3%+36.5pp | 69.1%+27.8pp | 67.2%+29.6pp |
| Annual return | 13.18% | 31.92%-18.7pp | 361.54%-348.4pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $2,567 | $1,781+44.1% | $2,688-4.5% | $2,626-2.3% |
| Participant deferral / active EE | $3,813 | $3,070+24.2% | $4,257-10.4% | $4,350-12.3% |
| Admin fee / account holder | $150 | $2,240-93.3% | $6,421-97.7% | $1,946-92.3% |