Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,563 |
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 20 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $12,184 |
ASCENSUS LLC2+ years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $3,143 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,489 |
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.
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 | $26,860 | $78,015-65.6% | $178,505-85.0% | $80,959-66.8% |
| Participation rate | 96.2% | 65.7%+30.5pp | 77.1%+19.1pp | 67.7%+28.5pp |
| Annual return | -15.34% | 18.10%-33.4pp | 27.16%-42.5pp | 35.67%-51.0pp |
| Employer contribution / active EE | $3,038 | $2,281+33.2% | $3,955-23.2% | $2,757+10.2% |
| Participant deferral / active EE | $4,707 | $4,406+6.8% | $6,280-25.0% | $4,300+9.5% |
| Admin fee / account holder | $359 | $7,160-95.0% | $10,428-96.6% | $6,925-94.8% |