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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,471 |
Service code 27 24 E COTA ST., SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $25,000 |
Filed as: HAINES ISENBARGER & SKIBA LLC Service code 10 4630-8 W JEFFERSON BLVD · FORT WAYNE, IA 46804 | Accounting | $12,000 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD., SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $8,765 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $332 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,188 | $83,369+94.5% | $105,223+54.1% | $67,986+138.6% |
| Participation rate | 66.2% | 56.3%+9.9pp | 75.0%-8.8pp | 57.2%+9.0pp |
| Annual return | 14.45% | 24.64%-10.2pp | 180.65%-166.2pp | 31.67%-17.2pp |
| Employer contribution / active EE | $2,157 | $2,541-15.1% | $3,689-41.5% | $2,019+6.9% |
| Participant deferral / active EE | $3,455 | $3,295+4.9% | $5,072-31.9% | $3,358+2.9% |
| Admin fee / account holder | $600 | $4,073-85.3% | $8,859-93.2% | $3,203-81.3% |