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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,375 |
Service code 99 ARROYO INSURANCE SE · SHERMAN OAKS, CA 91423 | Other Fees | $5,805 |
Filed as: GREAT-WEST LIFE ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,913 |
QBI, LLC1 year Service code 13 21031 VENTURA BLVD. 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,758 | $64,739-18.5% | $71,796-26.5% | - |
| Participation rate | 56.6% | 64.9%-8.2pp | 69.1%-12.5pp | - |
| Annual return | 6.28% | 2.75%+3.5pp | 78.04%-71.8pp | - |
| Employer contribution / active EE | $0 | $927-100.0% | $1,924-100.0% | - |
| Participant deferral / active EE | $2,008 | $1,955+2.7% | $2,794-28.1% | - |
| Admin fee / account holder | $68 | $2,577-97.4% | $4,815-98.6% | - |