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 · EIN 84-0467907 | Recordkeeping Fees | $151,390 |
HORNOR TOWNSEND & KENT INC4 years Filed as: HORNOR TOWNSEND & KENT LLC Service code 55 PO BOX 822215 · PHILADELPHIA, PA 19182 | Other Commissions | $83,683 |
PREMIER RETIREMENT PARTNERS4 years Service code 13 8040 EXCELSIOR DR SUITE 401 · MADISON, WI 53717 | Contract Administrator | $11,952 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,532 | $88,982-43.2% | $102,438-50.7% | $77,671-34.9% |
| Participation rate | 88.7% | 80.9%+7.8pp | 76.5%+12.2pp | 70.6%+18.1pp |
| Annual return | 12.86% | 25.01%-12.2pp | 29.37%-16.5pp | 31.21%-18.4pp |
| Employer contribution / active EE | $1,401 | $2,698-48.1% | $3,024-53.7% | $2,726-48.6% |
| Participant deferral / active EE | $3,555 | $5,144-30.9% | $5,054-29.7% | $4,648-23.5% |
| Admin fee / account holder | $191 | $236-19.1% | $9,448-98.0% | $430-55.7% |