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 |
|---|---|---|
BENESYS, INC.8 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $385,415 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $132,888 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $90,945 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP, INC. Service code 17 · EIN 04-2659023 | Pension Consulting | $74,321 |
SMART SOURCE LLC2 years Service code 36 · EIN 30-0830429 | Copying and duplicating; Direct payme... | $52,370 |
KRAW LAW GROUP8 years Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 32-0465891 | Legal | $38,588 |
IRON MOUNTAIN7 years Service code 49 · EIN 04-3038590 | Other Services | $15,374 |
COMPLIANCE VERIFICATION8 years Service code 10 · EIN 26-2336426 | Accounting | $13,617 |
Filed as: WOHLNER KAPLON CUTLER HALFORD Service code 29 · EIN 83-2856417 | Legal | $11,812 |
Service code 53 · EIN 94-3249244 | Insurance Commissions | $5,140 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,855 | $74,831-8.0% | $96,543-28.7% | $103,657-33.6% |
| Participation rate | 79.9% | 83.1%-3.2pp | 74.3%+5.5pp | 73.4%+6.5pp |
| Annual return | 13.61% | 16.15%-2.5pp | 35.75%-22.1pp | 33.13%-19.5pp |
| Employer contribution / active EE | $4,008 | $3,888+3.1% | $3,741+7.2% | $3,216+24.7% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,880-100.0% | $5,218-100.0% |
| Admin fee / account holder | $134 | $130+3.0% | $6,737-98.0% | $114+17.5% |