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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EASR ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,450 |
ORIENTAL BANK3 years Filed as: ORIENTAL BANK & TRUST Service code 99 P O BOX 191429 · SAN JUAN, PR 00919 | Other Fees | $3,573 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST OCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,435 | $26,137-48.6% | $58,561-77.1% | $74,460-82.0% |
| Participation rate | 13.4% | 32.2%-18.7pp | 50.9%-37.4pp | 70.7%-57.3pp |
| Annual return | 16.53% | 32.53%-16.0pp | 4251.33%-4234.8pp | 34.38%-17.8pp |
| Employer contribution / active EE | $178 | $537-66.8% | $1,053-83.1% | $2,638-93.2% |
| Participant deferral / active EE | $353 | $1,076-67.2% | $1,923-81.6% | $4,530-92.2% |
| Admin fee / account holder | $193 | $648-70.2% | $2,520-92.3% | $348-44.4% |