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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,379 |
MARINER LLC1 year Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 5700 WEST 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $42,867 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 99 | Other Fees | $15,619 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $7,070 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 WAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,612 |
ASCENSUS LLC3 years Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $0 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 225 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Accounting | $0 |
BKD, LLP2 years Filed as: BKD LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,535 | $92,071+2.7% | $63,803+48.2% | $71,012+33.1% |
| Participation rate | 75.8% | 73.7%+2.2pp | 72.7%+3.1pp | 58.6%+17.3pp |
| Annual return | 14.29% | 13.14%+1.1pp | 543.72%-529.4pp | 37.67%-23.4pp |
| Employer contribution / active EE | $2,796 | $3,085-9.4% | $2,532+10.4% | $2,348+19.1% |
| Participant deferral / active EE | $4,342 | $3,765+15.3% | $3,843+13.0% | $3,246+33.8% |
| Admin fee / account holder | $186 | $227-18.0% | $5,196-96.4% | $1,167-84.1% |