Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $173,724 |
Filed as: PHILLIPS & COMPANY ADVISORS LLC Service code 27 1300 SW 5TH AVE STE 2100 · PORTLAND, OR 97201 | Advisory (Plan) | $51,328 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,112 | $50,151-89.8% | $149,696-96.6% | $80,157-93.6% |
| Participation rate | 89.0% | 64.3%+24.7pp | 78.8%+10.2pp | 72.9%+16.0pp |
| Annual return | 26.28% | 29.80%-3.5pp | 134.46%-108.2pp | 40.39%-14.1pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $4,821-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $2,111 | $3,194-33.9% | $5,682-62.8% | $5,015-57.9% |
| Admin fee / account holder | $59 | $153-61.2% | $13,212-99.6% | $145-59.1% |