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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,997 |
Service code 10 1001 STATE STREET · ERIE, PA 16501 | Accounting | $23,000 |
Filed as: MERRILL LYNCH Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $13,952 |
DUNBAR, BENDER & ZAPF, INC.8 years Service code 10 · EIN 25-1650062 437 GRANT STREET · PITTSBURGH, PA 15219 | Accounting | $11,581 |
HOUSTON HARBAUGH6 years Service code 29 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Legal | $2,753 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,199 | $55,472+26.5% | $155,567-54.9% | $74,546-5.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 10.45% | 268.72%-258.3pp | 64.74%-54.3pp | 1366.03%-1355.6pp |
| Employer contribution / active EE | $2,618 | $2,269+15.4% | $4,674-44.0% | $2,624-0.3% |
| Participant deferral / active EE | $5,497 | $2,838+93.7% | $5,628-2.3% | $4,347+26.4% |
| Admin fee / account holder | $443 | $1,743-74.6% | $15,916-97.2% | $1,944-77.2% |