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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,034 |
MMA SECURITIES LLC2+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $9,797 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,748 | $30,147-64.3% | $58,561-81.6% | $80,157-86.6% |
| Participation rate | 10.9% | 34.4%-23.5pp | 50.9%-40.0pp | 72.9%-62.1pp |
| Annual return | 18.85% | 21.97%-3.1pp | 4251.33%-4232.5pp | 40.39%-21.5pp |
| Employer contribution / active EE | $72 | $528-86.4% | $1,053-93.2% | $2,977-97.6% |
| Participant deferral / active EE | $391 | $1,249-68.7% | $1,923-79.7% | $5,015-92.2% |
| Admin fee / account holder | $195 | $195+0.2% | $2,520-92.3% | $145+34.6% |