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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · COLORADO, CO 80111 | Recordkeeping Fees | $1,565 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 INC DBA ALLIANT RET · NEW YORK, NY 10178 | Contract Administrator | $469 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,523 | $50,919-91.1% | $155,556-97.1% | $77,762-94.2% |
| Participation rate | 84.6% | 63.1%+21.5pp | 78.2%+6.3pp | 70.6%+14.0pp |
| Annual return | 346.91% | 34.84%+312.1pp | 64.84%+282.1pp | 31.27%+315.6pp |
| Employer contribution / active EE | $244 | $1,991-87.7% | $4,675-94.8% | $2,728-91.1% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $4 | $437-99.1% | $15,885-100.0% | $433-99.1% |