Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ANNEX WEALTH MANAGEMENT LLC6 years Service code 27 12700 W BLUEMOUND RD STE 200 · ELM GROVE, WI 53122 | Advisory (Plan) | $58,442 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,076 |
SIKICH LLP8+ years Service code 13 13400 BISHOPS LANE STE 300 · BROOKFIELD, WI 53005 | Contract Administrator | $12,882 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,641 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,448 | $95,417-7.3% | $135,974-35.0% | $74,460+18.8% |
| Participation rate | 94.3% | 78.2%+16.1pp | 81.9%+12.4pp | 70.7%+23.6pp |
| Annual return | 16.07% | 32.76%-16.7pp | 68.30%-52.2pp | 34.38%-18.3pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $5,978 | $7,789-23.3% | $7,760-23.0% | $4,530+32.0% |
| Admin fee / account holder | $345 | $266+29.8% | $10,767-96.8% | $348-0.7% |