Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $95,516 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $65,964 |
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 | $110,911 | $50,044+121.6% | $95,759+15.8% | $74,473+48.9% |
| Participation rate | 96.3% | 66.7%+29.6pp | 72.3%+24.0pp | 70.7%+25.5pp |
| Annual return | 20.31% | 24.92%-4.6pp | 28.42%-8.1pp | 34.36%-14.0pp |
| Employer contribution / active EE | $3,297 | $1,634+101.9% | $2,836+16.3% | $2,638+25.0% |
| Participant deferral / active EE | $7,006 | $3,752+86.7% | $4,244+65.1% | $4,530+54.7% |
| Admin fee / account holder | $248 | $300-17.4% | $5,678-95.6% | $347-28.5% |