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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,355 |
EVERHART ADVISORS3+ years Filed as: EVERHART FINANCIAL GROUP INC EVERHA Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $22,077 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,543 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,456 | $92,090+26.5% | $106,201+9.7% | $77,671+49.9% |
| Participation rate | 81.4% | 81.0%+0.4pp | 75.3%+6.2pp | 70.6%+10.9pp |
| Annual return | 282.40% | 17.89%+264.5pp | 116.26%+166.1pp | 31.21%+251.2pp |
| Employer contribution / active EE | $1,272 | $3,368-62.2% | $3,170-59.9% | $2,726-53.3% |
| Participant deferral / active EE | $4,409 | $5,386-18.1% | $5,012-12.0% | $4,648-5.1% |
| Admin fee / account holder | $230 | $219+5.1% | $11,039-97.9% | $430-46.5% |