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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,771 |
CENTERPOINT ENERGY2 years Filed as: CENTERPOINT ADVISORY Service code 28 7450 W. 130TH ST. SUITE 410 · OVERLAND PARK, KS 66213 | Investment Management | $22,264 |
HICKS PENSION SERVICES3 years Service code 13 · EIN 94-2158860 3459 W. SHAW AVENUE · FRESNO, CA 93711 | Contract Administrator | $625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,938 | $101,591-34.1% | $147,096-54.5% | $74,429-10.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.05% | 8746.45%-8731.4pp | 419.75%-404.7pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $6,980 | $3,813+83.1% | $4,936+41.4% | $2,625+165.9% |
| Participant deferral / active EE | $5,880 | $7,302-19.5% | $8,071-27.1% | $4,348+35.2% |
| Admin fee / account holder | $296 | $1,750-83.1% | $13,005-97.7% | $1,944-84.8% |