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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,768 |
Service code 27 959 11TH AVE STE B · LONGVIEW, WA 98632 | Advisory (Plan) | $56,137 |
Service code 13 1081 COLUMBIA BLVD · LONGVIEW, WA 98632 | Contract Administrator | $14,830 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,309 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $8,020 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,623 | $83,023-48.7% | $102,437-58.4% | $77,762-45.2% |
| Participation rate | 97.5% | 71.5%+26.0pp | 74.5%+23.0pp | 70.6%+27.0pp |
| Annual return | 29.09% | 19.12%+10.0pp | 24.95%+4.1pp | 31.27%-2.2pp |
| Employer contribution / active EE | $2,114 | $3,552-40.5% | $3,871-45.4% | $2,728-22.5% |
| Participant deferral / active EE | $6,427 | $4,110+56.4% | $5,060+27.0% | $4,651+38.2% |
| Admin fee / account holder | $326 | $639-49.0% | $8,388-96.1% | $433-24.7% |