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: UBS FINANCIAL SERVICES, INC Service code 27 1200 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $68,221 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 707 2ND AVENUE SOUTH · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $64,247 |
Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $34,799 |
Service code 27 1400 AMERICAN BLVD BLDG 4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $27,391 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,511 |
Service code 27 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Advisory (Plan) | $13,236 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,728 |
PRENGER & PROFITT, LLC1 year Filed as: PRENGER & PROFITT LLC Service code 13 PO BOX 292239 · DAYTON, OH 45429 | Contract Administrator | $2,000 |
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 | $161,375 | $55,472+190.9% | $155,567+3.7% | $74,546+116.5% |
| Participation rate | 97.9% | 61.9%+36.0pp | 78.2%+19.7pp | 67.2%+30.7pp |
| Annual return | 13.33% | 268.72%-255.4pp | 64.74%-51.4pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $2,990 | $2,269+31.8% | $4,674-36.0% | $2,624+13.9% |
| Participant deferral / active EE | $6,027 | $2,838+112.4% | $5,628+7.1% | $4,347+38.6% |
| Admin fee / account holder | $1,182 | $1,743-32.2% | $15,916-92.6% | $1,944-39.2% |