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 |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Service code 99 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Other Fees | $56,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,318 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS INC Service code 99 74 BATTERSON PARK RD · FARMINGTON, CT 06032 | Other Fees | $9,142 |
PULLMAN & COMLEY1 year Filed as: PULLMAN & COMLEY LLC Service code 29 850 MAIN ST 8TH FL · BRIDGEPORT, CT 06604 | Legal | $7,618 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,864 | $46,464+261.3% | $150,298+11.7% | $79,634+110.8% |
| Participation rate | 94.7% | 57.0%+37.7pp | 77.8%+16.9pp | 62.5%+32.2pp |
| Annual return | 17.24% | 27.89%-10.7pp | 62.79%-45.6pp | 36.46%-19.2pp |
| Employer contribution / active EE | $6,529 | $1,512+331.9% | $4,154+57.2% | $2,529+158.1% |
| Participant deferral / active EE | $7,184 | $2,157+233.1% | $5,453+31.8% | $3,835+87.4% |
| Admin fee / account holder | $288 | $891-67.6% | $14,116-98.0% | $1,002-71.2% |