Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $310,988 |
TSG RESOURCES INC1 year Service code 15 · EIN 72-1383025 | Recordkeeping | $18,415 |
NFP RETIREMENT INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $17,500 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage; Shareholder ser... | $750 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,215 | $37,418+42.2% | $77,113-31.0% | $77,906-31.7% |
| Participation rate | 89.6% | 46.9%+42.7pp | 67.9%+21.7pp | 73.7%+15.9pp |
| Annual return | -16.16% | -7.13%-9.0pp | 42.37%-58.5pp | 12.16%-28.3pp |
| Employer contribution / active EE | $2,218 | $1,200+84.9% | $2,815-21.2% | $2,846-22.1% |
| Participant deferral / active EE | $6,484 | $2,572+152.1% | $4,430+46.3% | $4,805+34.9% |
| Admin fee / account holder | $96 | $126-24.2% | $5,445-98.2% | $133-27.9% |