Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALEGRIA ASSET MANAGEMENT1 year Service code 13 1440 N 16TH AVE · YAKIMA, WA 98902 | Contract Administrator | $25,650 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,869 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,029 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,104 | $73,149-42.4% | $120,574-65.1% | $77,736-45.8% |
| Participation rate | 31.0% | 55.2%-24.1pp | 71.9%-40.9pp | 70.6%-39.6pp |
| Annual return | 14.52% | 18.24%-3.7pp | 107.42%-92.9pp | 31.26%-16.7pp |
| Employer contribution / active EE | $660 | $1,793-63.2% | $3,471-81.0% | $2,728-75.8% |
| Participant deferral / active EE | $1,120 | $3,006-62.7% | $4,996-77.6% | $4,651-75.9% |
| Admin fee / account holder | $184 | $660-72.2% | $9,445-98.1% | $433-57.6% |