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 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,668 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $30,638 |
PA RETIREMENT SOLUTIONS, INC.10+ years Service code 13 · EIN 27-2487837 1110 NORTH MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $25,145 |
RBC WEALTH MANAGEMENT10+ years Filed as: RBC CAPITAL MARKETS LLC Service code 99 60 S SIXTH STREET COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Other Fees | -$4,099 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $22,494 | $92,076-75.6% | $105,607-78.7% | $77,736-71.1% |
| Participation rate | 99.4% | 81.0%+18.4pp | 75.3%+24.2pp | 70.6%+28.9pp |
| Annual return | 10.83% | 17.84%-7.0pp | 116.11%-105.3pp | 31.26%-20.4pp |
| Employer contribution / active EE | $671 | $3,370-80.1% | $3,167-78.8% | $2,728-75.4% |
| Participant deferral / active EE | $2,022 | $5,390-62.5% | $5,011-59.6% | $4,651-56.5% |
| Admin fee / account holder | $175 | $219-20.3% | $10,958-98.4% | $433-59.7% |