Filed February 11, 2021
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 | $80,494 |
CETERA ADVISOR NETWORKS LLC9 years Filed as: ASSOCIATES IN EXCELLENCE DBA CETERA Service code 99 2993 MOMENTUM PL · CHICAGO, IL 60689 | Other Fees | $64,649 |
BPM LLP5 years Service code 10 ONE CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Accounting | $17,655 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,986 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,080 | $106,230+45.0% | $147,080+4.8% | $77,736+98.2% |
| Participation rate | 98.9% | 78.4%+20.5pp | 82.2%+16.8pp | 70.6%+28.4pp |
| Annual return | 13.84% | 56.91%-43.1pp | 420.17%-406.3pp | 31.26%-17.4pp |
| Employer contribution / active EE | $9,974 | $4,072+144.9% | $4,933+102.2% | $2,728+265.7% |
| Participant deferral / active EE | $17,002 | $8,001+112.5% | $8,066+110.8% | $4,651+265.6% |
| Admin fee / account holder | $216 | $338-36.1% | $12,989-98.3% | $433-50.1% |