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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,832 |
Service code 27 PO BOX 5097 · APPLETON, WI 549125097 | Advisory (Plan) | $5,708 |
ONEIDA SAVINGS BANK2+ years Filed as: ONEIDA WEALTH MANAGEMENT INC Service code 55 706 N CLINTON ST · SYRACUSE, NY 13204 | Other Commissions | $2,766 |
DAVID FISCH & CO CPAS PC2+ years Service code 10 3854 FLATLANDS AVE · BROOKLYN, NY 112343526 | Accounting | $2,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,123 | $36,916-56.3% | $156,551-89.7% | $57,658-72.0% |
| Participation rate | 29.3% | 63.4%-34.1pp | 84.0%-54.7pp | 70.2%-40.9pp |
| Annual return | 5.31% | 12.38%-7.1pp | 32.23%-26.9pp | 5.13%+0.2pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $602 | $1,926-68.7% | $4,871-87.6% | $3,061-80.3% |
| Admin fee / account holder | $83 | $82+0.8% | $13,028-99.4% | $95-12.1% |