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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $52,646 |
BRIGHTON JONES LLC7 years Service code 27 2030 1ST AVENUE, 3RD FLOOR · SEATTLE, WA 98121 | Advisory (Plan) | $37,187 |
GEFFEN MESHER4 years Filed as: GEFFEN MESHER AND CO. P.C. Service code 10 888 SW 5TH AVENUE · PORTLAND, OR 97204 | Accounting | $27,025 |
Service code 49 1600 VALLEY RIVER DRIVE SUITE 340 · EUGENE, OR 97401 | Other Services | $22,190 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,942 | $95,438+50.8% | $135,982+5.9% | $74,473+93.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 22.28% | 32.61%-10.3pp | 68.32%-46.0pp | 34.36%-12.1pp |
| Employer contribution / active EE | $6,178 | $3,878+59.3% | $4,859+27.1% | $2,638+134.2% |
| Participant deferral / active EE | $9,209 | $7,790+18.2% | $7,760+18.7% | $4,530+103.3% |
| Admin fee / account holder | $292 | $259+12.6% | $10,767-97.3% | $347-16.0% |