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 VILLAGE, CO 80111 | Recordkeeping Fees | $42,585 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 55 222 W ADAMS ST · CHICAGO, IL 60606 | Other Commissions | $12,546 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,139 | $95,453-20.2% | $112,040-32.0% | $82,448-7.7% |
| Participation rate | 90.4% | 72.8%+17.7pp | 76.5%+13.9pp | 68.1%+22.3pp |
| Annual return | 12.03% | 23.92%-11.9pp | 24.52%-12.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,387 | $2,318-40.2% | $2,954-53.0% | $2,551-45.6% |
| Participant deferral / active EE | $4,471 | $4,224+5.9% | $5,098-12.3% | $4,139+8.0% |
| Admin fee / account holder | $380 | $9,013-95.8% | $12,098-96.9% | $7,234-94.7% |