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 LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,517 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $25,000 |
HOROWITZ & ULLMANN, P.C.3 years Filed as: HOROWITZ & ULLMANN PC Service code 10 232 MADISON AVE STE 1200 · NEW YORK, NY 10016 | Accounting | $24,666 |
VALUE CONSULTING GROUP1 year Filed as: VALUE LINE INC DBA VALUE LINE PUBLI Service code 99 551 FIFTH AVE 3RD FL · NEW YORK, NY 10176 | Other Fees | $9,646 |
HILB GROUP3 years Filed as: HILB GROUP OF NJ DBA NEW AGENCY PAR Service code 99 P O BOX 5405 · DEPTFORD, NJ 08096 | Other Fees | -$3,000 |
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 | $126,784 | $74,538+70.1% | $92,805+36.6% | $65,306+94.1% |
| Participation rate | 95.5% | 76.3%+19.2pp | 83.5%+12.0pp | 57.7%+37.9pp |
| Annual return | 5.49% | 49.12%-43.6pp | 31.59%-26.1pp | 21.94%-16.5pp |
| Employer contribution / active EE | $4,121 | $2,362+74.5% | $3,424+20.4% | $1,967+109.5% |
| Participant deferral / active EE | $964 | $5,971-83.9% | $8,448-88.6% | $2,959-67.4% |
| Admin fee / account holder | $521 | $2,966-82.4% | $10,911-95.2% | $3,480-85.0% |