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 | $51,861 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH INC. Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $20,865 |
MAP RETIREMENT, INC.7 years Service code 13 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $15,257 |
Service code 10 15420 W. CAPITOL DR. · BROOKFIELD, WI 53005 | Accounting | $9,500 |
SAGEPOINT FINANCIAL INC9 years Filed as: FSC SECURITIES Service code 99 · EIN 58-1288674 | Other Fees | $6,587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,813 | $50,902-10.0% | $155,534-70.5% | $77,736-41.1% |
| Participation rate | 47.5% | 63.1%-15.5pp | 78.2%-30.7pp | 70.6%-23.0pp |
| Annual return | 12.81% | 34.85%-22.0pp | 64.92%-52.1pp | 31.26%-18.4pp |
| Employer contribution / active EE | $1,229 | $1,991-38.3% | $4,675-73.7% | $2,728-54.9% |
| Participant deferral / active EE | $1,523 | $2,824-46.1% | $5,630-72.9% | $4,651-67.3% |
| Admin fee / account holder | $221 | $437-49.5% | $15,900-98.6% | $433-49.1% |