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 | $388,222 |
BKD, LLP1 year Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $78,750 |
MERCER2 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $64,822 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,478 | $95,445-80.6% | $60,906-69.7% | $78,104-76.3% |
| Participation rate | 96.2% | 72.5%+23.7pp | 73.1%+23.1pp | 74.5%+21.7pp |
| Annual return | -17.11% | -12.21%-4.9pp | 16.94%-34.0pp | 10.90%-28.0pp |
| Employer contribution / active EE | $1,073 | $3,900-72.5% | $2,703-60.3% | $3,128-65.7% |
| Participant deferral / active EE | $3,308 | $4,558-27.4% | $3,814-13.3% | $5,089-35.0% |
| Admin fee / account holder | $60 | $46+30.5% | $3,227-98.1% | $79-24.4% |