Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $24,639 |
VANDERBILT SECURITIES LLC5+ years Filed as: VANDERBILT SECURITIES Service code 55 | Other Commissions | $15,254 |
WIPFLI LLP1 year Filed as: WIPFI LLP Service code 10 11 SCOTT STREET, SUITE 400 · WAUSAU, WI 54403 | Accounting | $13,250 |
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 13 100 QUANNAPOWITT PARKWAY, SUITE 402 · WAKEFIELD, MA 01880 | Contract Administrator | $8,028 |
VANDERBILT SECURITIES LLC5+ years Filed as: VANDERBILT SECURITIES, LLC Service code 55 445 BROADHOLLOW ROAD, SUITE 400 · MELVILLE, NY 11747 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,062 | $29,733+176.0% | $56,025+46.5% | $80,959+1.4% |
| Participation rate | 37.9% | 41.7%-3.8pp | 52.5%-14.6pp | 67.7%-29.8pp |
| Annual return | 17.62% | 35.28%-17.7pp | 1712.69%-1695.1pp | 35.67%-18.0pp |
| Employer contribution / active EE | $156 | $672-76.8% | $1,042-85.1% | $2,757-94.4% |
| Participant deferral / active EE | $3,008 | $1,229+144.7% | $1,955+53.9% | $4,300-30.0% |
| Admin fee / account holder | $418 | $2,434-82.8% | $2,828-85.2% | $6,925-94.0% |