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 | $33,391 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $25,627 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $512 |
TD AMERITRADE, INC.7 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,316 | $45,602+363.4% | $117,533+79.8% | $66,938+215.7% |
| Participation rate | 32.4% | 57.6%-25.2pp | 70.6%-38.2pp | 69.8%-37.4pp |
| Annual return | -14.60% | -16.74%+2.1pp | 29.77%-44.4pp | 1.58%-16.2pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,179-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,518 | $2,845-11.5% | $4,072-38.2% | $4,238-40.6% |
| Admin fee / account holder | $1,191 | $661+80.2% | $5,647-78.9% | $594+100.6% |