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 |
|---|---|---|
Filed as: EMPOWER ANNUIT INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,173 |
LPL FINANCIAL4 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $18,011 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,843 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC Service code 13 DBA FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $2,900 |
BENSLER, LLC1 year Filed as: BENSLER LLC Service code 27 DBA SCS · BELLEVUE, WA 98004 | Advisory (Plan) | $2,532 |
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 | $26,646 | $47,180-43.5% | $149,723-82.2% | $74,473-64.2% |
| Participation rate | 80.6% | 63.4%+17.2pp | 78.8%+1.8pp | 70.7%+9.8pp |
| Annual return | 26.19% | 22.75%+3.4pp | 134.50%-108.3pp | 34.36%-8.2pp |
| Employer contribution / active EE | $1,072 | $1,907-43.8% | $4,821-77.8% | $2,638-59.4% |
| Participant deferral / active EE | $3,014 | $2,730+10.4% | $5,682-47.0% | $4,530-33.5% |
| Admin fee / account holder | $117 | $343-65.8% | $13,215-99.1% | $347-66.2% |