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 |
|---|---|---|
SHEET METAL CONTROL BOARD2 years Filed as: SHEET METAL WORKERS UNION LOCA NO 2 Service code 13 3035 LAMB AVE · DAYTON, OH 43219 | Contract Administrator | $109,521 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $84,945 |
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,187 | $241,101-86.2% | $103,374-67.9% | $199,768-83.4% |
| Participation rate | 95.7% | 78.3%+17.4pp | 74.5%+21.2pp | 72.0%+23.7pp |
| Annual return | 12.17% | 17.80%-5.6pp | 24.89%-12.7pp | 34.26%-22.1pp |
| Employer contribution / active EE | $4,810 | $4,244+13.3% | $3,869+24.3% | $3,037+58.4% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,058-100.0% | $5,090-100.0% |
| Admin fee / account holder | $141 | $288-51.1% | $8,394-98.3% | $269-47.7% |