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 | $49,007 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $30,272 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $14,131 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $2,355 |
Service code 13 12 GILL ST STE 2600 · WOBURN, MA 01801 | Contract Administrator | $1,472 |
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 | $115,142 | $71,230+61.6% | $93,727+22.8% | $80,959+42.2% |
| Participation rate | 49.5% | 60.4%-10.9pp | 68.7%-19.2pp | 67.7%-18.2pp |
| Annual return | 11.38% | 11.26%+0.1pp | 133.83%-122.5pp | 35.67%-24.3pp |
| Employer contribution / active EE | $280 | $1,565-82.1% | $2,421-88.4% | $2,757-89.8% |
| Participant deferral / active EE | $3,100 | $4,037-23.2% | $4,417-29.8% | $4,300-27.9% |
| Admin fee / account holder | $598 | $6,961-91.4% | $8,292-92.8% | $6,925-91.4% |