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 |
|---|---|---|
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172175 | Accounting | $16,150 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $10,176 |
BPA OF WI A BENESYS COMPANY2 years Service code 14 · EIN 39-1400101 | Plan Administrator | $9,028 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,656 | $83,369-82.4% | $105,223-86.1% | $67,986-78.4% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 5.80% | 24.64%-18.8pp | 180.65%-174.9pp | 31.67%-25.9pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $633 | $3,295-80.8% | $5,072-87.5% | $3,358-81.1% |
| Admin fee / account holder | $314 | $4,073-92.3% | $8,859-96.5% | $3,203-90.2% |