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 | $58,275+60.1% | $81,844+14.0% | $80,935+15.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.46% | 41.82%-28.4pp | 778.87%-765.4pp | 35.66%-22.2pp |
| Employer contribution / active EE | $3,386 | $2,346+44.3% | $2,916+16.1% | $2,757+22.8% |
| Participant deferral / active EE | $6,063 | $3,285+84.5% | $4,323+40.2% | $4,299+41.0% |
| Admin fee / account holder | $365 | $4,749-92.3% | $7,355-95.0% | $6,924-94.7% |