Filed June 27, 2017
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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $93,580 |
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $44,981 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,394 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,370 | $64,734+306.8% | $90,796+190.1% | $64,097+310.9% |
| Participation rate | 92.6% | 53.2%+39.4pp | 69.5%+23.1pp | 55.2%+37.4pp |
| Annual return | 9.08% | 17.77%-8.7pp | 19.29%-10.2pp | 34.64%-25.6pp |
| Employer contribution / active EE | $176 | $1,703-89.6% | $2,294-92.3% | $1,891-90.7% |
| Participant deferral / active EE | $5,139 | $2,629+95.4% | $3,822+34.5% | $3,080+66.9% |
| Admin fee / account holder | $430 | $3,474-87.6% | $7,024-93.9% | $3,454-87.5% |