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: MML INVESTORS SERVICES LLC Service code 27 PO BOX 9500 · SPRINFIELD, MA 011029500 | Advisory (Plan) | $21,620 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,404 |
Filed as: ARES RETIREMENT PLAN SERVICES Service code 13 5100 POPLAR AVE SUITE 810 · MEMPHIS, TN 38137 | Contract Administrator | $2,440 |
Filed as: ARES RETIREMENT PLAN SERVICES LLC Service code 13 | Contract Administrator | $1,809 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,123 | $106,264-75.4% | $147,117-82.2% | $77,762-66.4% |
| Participation rate | 24.8% | 78.4%-53.7pp | 82.2%-57.4pp | 70.6%-45.8pp |
| Annual return | 12.04% | 56.94%-44.9pp | 420.54%-408.5pp | 31.27%-19.2pp |
| Employer contribution / active EE | $445 | $4,074-89.1% | $4,932-91.0% | $2,728-83.7% |
| Participant deferral / active EE | $844 | $8,003-89.4% | $8,065-89.5% | $4,651-81.8% |
| Admin fee / account holder | $248 | $334-25.9% | $12,993-98.1% | $433-42.8% |