Filed June 8, 2021
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: CERITY PARTNERS RETIREMENT PLAN Service code 27 335 MADISON AVE · NEW YORK, NY 10017 | Advisory (Plan) | $26,814 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,425 |
TRINITY PENSION CONSULTANTS2 years Service code 13 202 MONTROSE W AVE · AKRON, OH 44321 | Contract Administrator | $5,762 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,786 | $80,763-53.2% | $102,412-63.1% | $74,459-49.3% |
| Participation rate | 47.8% | 65.7%-17.9pp | 74.5%-26.7pp | 67.2%-19.4pp |
| Annual return | 14.73% | 27.57%-12.8pp | 24.94%-10.2pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $1,245 | $3,160-60.6% | $3,870-67.8% | $2,626-52.6% |
| Participant deferral / active EE | $2,413 | $3,862-37.5% | $5,060-52.3% | $4,350-44.5% |
| Admin fee / account holder | $289 | $2,371-87.8% | $8,388-96.6% | $1,945-85.1% |