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 INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $540,792 |
WILSHIRE ASSOCIATES INCORPORATED9+ years Service code 27 1299 OCEAN AVE STE 700 · SANTA MONICA, CA 904011085 | Advisory (Plan) | $255,000 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 99 PO BOX 5488 · BOSTON, MA 02206 | Other Fees | $153,280 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $81,460 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,947 | $104,631+51.9% | $98,462+61.4% | $80,187+98.2% |
| Participation rate | 95.6% | 87.5%+8.1pp | 75.2%+20.4pp | 72.9%+22.7pp |
| Annual return | 15.05% | 34.72%-19.7pp | 21.20%-6.1pp | 40.40%-25.3pp |
| Employer contribution / active EE | $2,408 | $4,517-46.7% | $3,049-21.0% | $2,980-19.2% |
| Participant deferral / active EE | $6,748 | $6,545+3.1% | $4,738+42.4% | $5,016+34.5% |
| Admin fee / account holder | $204 | $105+94.9% | $8,875-97.7% | $145+40.9% |