Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 6768 SOUTH 1300 EAST · SALT LAKE CITY, UT 84121 | Advisory (Plan) | $20,126 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,132 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,640 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $35 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,980 | $62,409+34.6% | $120,574-30.3% | $74,459+12.8% |
| Participation rate | 56.9% | 56.8%+0.1pp | 71.9%-15.0pp | 67.2%-10.3pp |
| Annual return | 21.70% | 18.62%+3.1pp | 107.42%-85.7pp | 1369.70%-1348.0pp |
| Employer contribution / active EE | $1,684 | $1,847-8.8% | $3,471-51.5% | $2,626-35.9% |
| Participant deferral / active EE | $3,247 | $2,888+12.4% | $4,996-35.0% | $4,350-25.3% |
| Admin fee / account holder | $405 | $2,394-83.1% | $9,445-95.7% | $1,945-79.2% |