Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,589 |
EVERPAR ADVISORS, LLC2 years Service code 27 2431 E 61ST ST · TULSA, OK 74136 | Advisory (Plan) | $15,435 |
EMPLOYEE BENEFITS GROUP, LLC5 years Service code 13 P.O. BOX 521093 · TULSA, OK 74152 | Contract Administrator | $9,999 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,777 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,284 | $58,234+60.2% | $81,783+14.1% | $80,874+15.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 13.46% | 41.70%-28.2pp | 775.05%-761.6pp | 35.62%-22.2pp |
| Employer contribution / active EE | $3,386 | $2,341+44.6% | $2,913+16.3% | $2,756+22.9% |
| Participant deferral / active EE | $6,063 | $3,283+84.7% | $4,320+40.3% | $4,297+41.1% |
| Admin fee / account holder | $365 | $4,982-92.7% | $7,380-95.1% | $6,935-94.7% |