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 |
|---|---|---|
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, N.A. Service code 27 1100 NORTH MARKET ST · WILMINGTON, DE 19801 | Advisory (Plan) | $29,333 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,372 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,897 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,539 | $53,165+51.5% | $86,216-6.6% | $74,460+8.2% |
| Participation rate | 48.6% | 64.9%-16.3pp | 69.0%-20.4pp | 70.7%-22.1pp |
| Annual return | 19.55% | 22.64%-3.1pp | 1169.42%-1149.9pp | 34.38%-14.8pp |
| Employer contribution / active EE | $1,381 | $1,210+14.1% | $2,382-42.0% | $2,638-47.7% |
| Participant deferral / active EE | $3,517 | $3,234+8.7% | $3,986-11.8% | $4,530-22.4% |
| Admin fee / account holder | $303 | $551-45.0% | $6,853-95.6% | $348-12.8% |