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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $96,287 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $77,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $76,801 |
SIKICH LLP2 years Service code 10 17335 GOLF PKWY STE 500 · BROOKFIELD, WI 530451128 | Accounting | $21,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $0 | $104,544-100.0% | $96,564-100.0% | $80,187-100.0% |
| Participation rate | 0.0% | 86.4%-86.4pp | 76.0%-76.0pp | 72.9%-72.9pp |
| Annual return | 17.39% | 21.79%-4.4pp | 25.89%-8.5pp | 40.40%-23.0pp |
| Employer contribution / active EE | $3,109 | $3,527-11.9% | $2,967+4.8% | $2,980+4.3% |
| Participant deferral / active EE | $7,332 | $6,170+18.8% | $4,852+51.1% | $5,016+46.2% |
| Admin fee / account holder | $0 | $107-100.0% | $8,256-100.0% | $145-100.0% |