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 Service code 21 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Bank Trustee | $40,887 |
Service code 29 · EIN 39-1126909 | Legal | $29,664 |
BENESYS, INC.1 year Service code 13 · EIN 39-1400101 | Contract Administrator | $18,916 |
PENSION ASSURANCE LLP4 years Filed as: PENSION GROUP FINANCIAL GROUP LLC Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $15,763 |
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $13,156 |
THE PREVIANT LAW FIRM, S.C.6 years Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 | Legal | $8,619 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,516 | $95,090-66.9% | $211,142-85.1% | $64,728-51.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.3%+12.7pp | 57.9%+42.1pp |
| Annual return | 9.28% | 49.50%-40.2pp | 46.84%-37.6pp | 49.38%-40.1pp |
| Employer contribution / active EE | $0 | $4,313-100.0% | $6,442-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $1,723 | $6,774-74.6% | $9,284-81.4% | $2,729-36.9% |
| Admin fee / account holder | $171 | $538-68.2% | $19,076-99.1% | $1,145-85.0% |