Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO5 years Service code 27 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $31,186 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,967 |
Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $5,791 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $714 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,893 | $101,653+7.1% | $147,080-26.0% | $74,459+46.2% |
| Participation rate | 97.7% | 75.6%+22.1pp | 82.2%+15.5pp | 67.2%+30.4pp |
| Annual return | 16.90% | 8754.98%-8738.1pp | 420.17%-403.3pp | 1369.70%-1352.8pp |
| Employer contribution / active EE | $7,455 | $3,813+95.5% | $4,933+51.1% | $2,626+183.9% |
| Participant deferral / active EE | $3,438 | $7,304-52.9% | $8,066-57.4% | $4,350-21.0% |
| Admin fee / account holder | $247 | $1,752-85.9% | $12,989-98.1% | $1,945-87.3% |