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 |
|---|---|---|
CPS BENEFITS2 years Filed as: CPS EMPLOYER BENEFITS INSURANCE Service code 27 | Advisory (Plan) | $8,000 |
HICKS PENSION SERVICES3 years Service code 13 | Contract Administrator | $675 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 | Recordkeeping Fees | $550 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,799 | $72,620-31.4% | $90,760-45.1% | $66,938-25.6% |
| Participation rate | 90.2% | 73.7%+16.5pp | 75.7%+14.5pp | 69.8%+20.3pp |
| Annual return | -16.11% | -12.28%-3.8pp | -12.16%-4.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,261 | $3,979+7.1% | $4,565-6.7% | $4,238+0.5% |
| Admin fee / account holder | $120 | $707-83.0% | $8,444-98.6% | $594-79.7% |