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 RETIREMENT, LLC Service code 15 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $33,887 |
Service code 13 · EIN 54-0759756 PO BOX 1769 · SALEM, VA 24153 | Contract Administrator | $26,400 |
BERKSHIRE ASSET MANAGEMENT7 years Service code 27 · EIN 26-0256914 46 PUBLIC SQUARE, SUITE 700 · WILKES BARRE, PA 18701 | Advisory (Plan) | $18,513 |
ALAN ROSS & COMPANY, PC10+ years Filed as: ALAN ROSS AND COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $9,080 |
O'DONOGHUE & O'DONOGHUE5 years Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE, NW, STE 800 · WASHINGTON, DC 20015 | Legal | $8,997 |
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 | $143,842 | $89,123+61.4% | $102,460+40.4% | $77,762+85.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 14.38% | 25.05%-10.7pp | 29.47%-15.1pp | 31.27%-16.9pp |
| Employer contribution / active EE | $6,169 | $2,700+128.5% | $3,025+103.9% | $2,728+126.1% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $316 | $236+33.8% | $9,460-96.7% | $433-27.1% |