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 ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,444 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE VIEW ADVISORY GROUP,LLC Service code 27 · EIN 33-0818667 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $28,122 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $27,111 |
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 | $16,191 | $30,086-46.2% | $61,399-73.6% | $64,814-75.0% |
| Participation rate | 87.0% | 36.4%+50.6pp | 52.6%+34.4pp | 71.5%+15.5pp |
| Annual return | -14.44% | -13.99%-0.4pp | 338.81%-353.2pp | 32.84%-47.3pp |
| Employer contribution / active EE | $595 | $536+10.9% | $1,159-48.7% | $2,507-76.3% |
| Participant deferral / active EE | $1,428 | $1,126+26.9% | $2,124-32.8% | $4,310-66.9% |
| Admin fee / account holder | $103 | $148-30.3% | $2,131-95.2% | $188-45.0% |