Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,068 |
THE RETIREMENT ADVANTAGE INC3 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $18,103 |
CETERA ADVISOR NETWORKS LLC3 years Service code 27 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $6,717 |
Filed as: CETERA INVESTMENT ADVISERS Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $5,809 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $4,357 | $26,137-83.3% | $58,561-92.6% | $74,460-94.1% |
| Participation rate | 87.5% | 32.2%+55.3pp | 50.9%+36.6pp | 70.7%+16.7pp |
| Annual return | 20.34% | 32.53%-12.2pp | 4251.33%-4231.0pp | 34.38%-14.0pp |
| Employer contribution / active EE | $0 | $537-100.0% | $1,053-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,852 | $1,076+72.1% | $1,923-3.7% | $4,530-59.1% |
| Admin fee / account holder | $84 | $648-87.1% | $2,520-96.7% | $348-76.0% |