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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $130,081 |
SIKICH LLP1 year Filed as: SIKICH INTERMEDIATE HOLDGINGS LLC D Service code 10 1415 W DIEHL RD STE 400 · NAPERVILLE, IL 60563 | Accounting | $23,062 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $1,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,354 | $110,483+96.7% | $145,433+49.5% | $79,634+172.9% |
| Participation rate | 98.2% | 71.1%+27.1pp | 82.1%+16.1pp | 62.5%+35.7pp |
| Annual return | 17.39% | 24.62%-7.2pp | 66.58%-49.2pp | 36.46%-19.1pp |
| Employer contribution / active EE | $8,082 | $4,053+99.4% | $4,554+77.4% | $2,529+219.5% |
| Participant deferral / active EE | $9,798 | $7,216+35.8% | $7,897+24.1% | $3,835+155.5% |
| Admin fee / account holder | $159 | $680-76.7% | $13,129-98.8% | $1,002-84.2% |