Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $36,048 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 | Other Commissions | $5,817 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,099 | $77,962-78.1% | $178,540-90.4% | $80,935-78.9% |
| Participation rate | 90.2% | 65.7%+24.5pp | 77.1%+13.1pp | 67.7%+22.5pp |
| Annual return | 9.19% | 18.10%-8.9pp | 27.15%-18.0pp | 35.66%-26.5pp |
| Employer contribution / active EE | $1,981 | $2,280-13.1% | $3,953-49.9% | $2,757-28.1% |
| Participant deferral / active EE | $3,741 | $4,404-15.1% | $6,281-40.4% | $4,299-13.0% |
| Admin fee / account holder | $598 | $7,156-91.6% | $10,424-94.3% | $6,924-91.4% |