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 |
|---|---|---|
NFP RETIREMENT INC5 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $19,132 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,715 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,108 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,474 | $47,105+32.6% | $68,368-8.6% | $67,986-8.1% |
| Participation rate | 70.1% | 51.8%+18.3pp | 73.8%-3.7pp | 57.2%+12.9pp |
| Annual return | 11.16% | 48.37%-37.2pp | 292.57%-281.4pp | 31.67%-20.5pp |
| Employer contribution / active EE | $1,545 | $1,859-16.9% | $2,649-41.7% | $2,019-23.5% |
| Participant deferral / active EE | $5,177 | $2,374+118.1% | $4,123+25.6% | $3,358+54.2% |
| Admin fee / account holder | $284 | $2,435-88.3% | $5,150-94.5% | $3,203-91.1% |