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 |
|---|---|---|
KIMBERELY KEENAN6 years Service code 15 · EIN 01-0439781 | Recordkeeping | $127,180 |
MEKETA INVESTMENT GROUP2 years Service code 28 · EIN 04-2659023 | Investment Management | $45,000 |
NOVAK FRANCELLA LLC5 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $19,821 |
BAIRD INSURANCE SERVICES INC2 years Filed as: JENSEN BAIRD GARDNER & HENRY Service code 29 · EIN 01-0378938 | Legal | $17,810 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $6,146 |
Participant 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.)
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 | $134,775 | $77,788+73.3% | $119,126+13.1% | $64,728+108.2% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 7.26% | 13.19%-5.9pp | 282.11%-274.8pp | 49.38%-42.1pp |
| Employer contribution / active EE | $7,436 | $4,031+84.5% | $4,034+84.4% | $2,243+231.6% |
| Participant deferral / active EE | $196 | $2,599-92.5% | $5,318-96.3% | $2,729-92.8% |
| Admin fee / account holder | $518 | $1,365-62.0% | $10,693-95.2% | $1,145-54.7% |