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: MHS ADVISORY SERVICES LLC DBA MHS Service code 27 10900 WAYZTA BOULEVRD STE 130 · MINNETINKA, MN 55305 | Advisory (Plan) | $19,062 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,217 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,199 | $54,690-19.2% | $76,030-41.9% | $74,478-40.7% |
| Participation rate | 98.6% | 60.3%+38.3pp | 69.1%+29.5pp | 67.2%+31.4pp |
| Annual return | 12.58% | 31.92%-19.3pp | 361.54%-349.0pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $1,483 | $1,781-16.7% | $2,688-44.8% | $2,626-43.5% |
| Participant deferral / active EE | $3,671 | $3,070+19.6% | $4,257-13.8% | $4,350-15.6% |
| Admin fee / account holder | $122 | $2,240-94.6% | $6,421-98.1% | $1,946-93.7% |