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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,992 |
HIGHLAND FINANCIAL, LTD6 years Filed as: HIGHLAND FINANCIAL LTD Service code 27 · EIN 25-1616884 915 MENOHER BLVD STE A · JOHNSTOWN, PA 15905 | Advisory (Plan) | $10,142 |
EPIC RETIREMENT PLAN SERVICES9+ years Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 30-0337628 PO BOX 250 · TIPTON, PA 16684 | Contract Administrator | $1,416 |
LPL FINANCIAL1 year Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $744 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,578 | $61,391-81.1% | $149,723-92.3% | $71,529-83.8% |
| Participation rate | 95.3% | 62.5%+32.7pp | 78.8%+16.5pp | 67.9%+27.3pp |
| Annual return | 16.73% | 35.88%-19.1pp | 134.50%-117.8pp | 28.97%-12.2pp |
| Employer contribution / active EE | $678 | $2,384-71.5% | $4,821-85.9% | $2,590-73.8% |
| Participant deferral / active EE | $1,943 | $2,921-33.5% | $5,682-65.8% | $4,291-54.7% |
| Admin fee / account holder | $31 | $1,264-97.5% | $13,215-99.8% | $1,588-98.0% |