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 LLC1 year Filed as: FUTUREPLAN BY ASCCENSUS Service code 13 · EIN 68-0348235 | Contract Administrator | $73,969 |
THREE BELL CAPITAL LLC4 years Service code 27 4 MAIN ST STE 230 · LOS ALTOS, CA 94022 | Advisory (Plan) | $28,966 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,476 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,553 | $47,766-25.6% | $82,763-57.0% | $64,824-45.2% |
| Participation rate | 99.9% | 67.7%+32.2pp | 72.6%+27.3pp | 71.5%+28.4pp |
| Annual return | -16.40% | -13.06%-3.3pp | 702.45%-718.8pp | 32.84%-49.2pp |
| Employer contribution / active EE | $6,697 | $2,182+207.0% | $3,008+122.6% | $2,507+167.1% |
| Participant deferral / active EE | $8,684 | $3,332+160.6% | $4,395+97.6% | $4,311+101.4% |
| Admin fee / account holder | $109 | $143-23.5% | $5,325-97.9% | $188-41.8% |