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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,763 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $250 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 150 N COLLEGE ST · CHARLOTTE, NC 28255 | Advisory (Plan) | $0 |
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,774 | $67,594-61.9% | $77,361-66.7% | $69,733-63.0% |
| Participation rate | 74.6% | 71.7%+2.9pp | 75.0%-0.4pp | 62.5%+12.1pp |
| Annual return | 12.74% | 19.20%-6.5pp | 1011.54%-998.8pp | 15.22%-2.5pp |
| Employer contribution / active EE | $2,466 | $2,649-6.9% | $2,990-17.5% | $2,250+9.6% |
| Participant deferral / active EE | $0 | $3,401-100.0% | $3,911-100.0% | $3,054-100.0% |
| Admin fee / account holder | $134 | $1,159-88.5% | $5,894-97.7% | $3,102-95.7% |