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 | $28,240 |
MMLIS3 years Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $14,023 |
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON BENEFITS INC Service code 13 5 CHERRY HILL DR STE L120 · DANVERS, MA 01923 | Contract Administrator | $1,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,939 | $43,749-17.9% | $158,223-77.3% | $65,306-45.0% |
| Participation rate | 41.3% | 56.9%-15.6pp | 79.2%-37.9pp | 57.7%-16.3pp |
| Annual return | 10.60% | 19.41%-8.8pp | 52.09%-41.5pp | 21.94%-11.3pp |
| Employer contribution / active EE | $681 | $1,497-54.5% | $4,109-83.4% | $1,967-65.4% |
| Participant deferral / active EE | $583 | $2,019-71.1% | $5,467-89.3% | $2,959-80.3% |
| Admin fee / account holder | $215 | $1,930-88.9% | $16,047-98.7% | $3,480-93.8% |