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: JP MORGAN BROKER-DEALER Service code 27 | Advisory (Plan) | $2,567 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 | Recordkeeping Fees | $80 |
Service code 13 · EIN 45-4208939 | Contract Administrator | $50 |
Filed as: PKS FINANCIAL SERVICES Service code 55 · EIN 14-1796925 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,492 | $56,503+40.7% | $70,098+13.4% | $64,814+22.6% |
| Participation rate | 8.7% | 70.5%-61.7pp | 70.5%-61.7pp | 71.5%-62.7pp |
| Annual return | -12.64% | -13.44%+0.8pp | 190.76%-203.4pp | 32.84%-45.5pp |
| Employer contribution / active EE | $318 | $2,046-84.5% | $2,560-87.6% | $2,507-87.3% |
| Participant deferral / active EE | $649 | $3,389-80.9% | $3,849-83.1% | $4,310-84.9% |
| Admin fee / account holder | $465 | $160+190.2% | $6,266-92.6% | $188+147.7% |