Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,107 |
MARQUETTE ASSOCIATES7 years Service code 17 · EIN 36-3485298 180 N LASALLE STREET SUITE 3500 · CHICAGO, IL 60601 | Pension Consulting | $51,744 |
UHY LLP1 year Filed as: UHY ADVISORS, INC Service code 13 · EIN 14-1555429 ONE HUDSON CITY SUITE 204 · HUDSON, NY 12534 | Contract Administrator | $22,500 |
COLLERAN, O'HARA & MILLS LLP8 years Filed as: HOLM & OHARA LLP Service code 22 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Insurance Broker | $12,020 |
Filed as: BERARD & ASSOCIATES CPAS P.C. Service code 10 · EIN 13-3774222 44 PARK AVENUE · SUFFERN, NY 10901 | Accounting | $11,100 |
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 PO BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $3,378 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $80,781-100.0% | $102,437-100.0% | $74,478-100.0% |
| Participation rate | 0.0% | 65.7%-65.7pp | 74.5%-74.5pp | 67.2%-67.2pp |
| Annual return | 10.20% | 27.58%-17.4pp | 24.95%-14.7pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $9,681 | $3,160+206.4% | $3,871+150.1% | $2,626+268.6% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |