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 LIFE & ANNUITY INSURANCE CO Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $541,211 |
IBEW LOCAL 43 ANNUITY FUND10+ years Service code 99 · EIN 51-6052602 | Other Fees | $465,954 |
BLITMAN & KING10+ years Service code 29 · EIN 16-1047301 | Legal | $42,332 |
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 | Accounting | $34,250 |
JOSEPH W. MCCARTHY & ASSOCIATES10+ years Filed as: JOSEPH W. MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $30,627 |
PINNACLE FINANCIAL SERVICES, INC.10+ years Filed as: PINNACLE INVESTMENTS, INC. Service code 49 · EIN 20-5319494 | Other Services | $30,000 |
MARCO CONSULTING GROUP10+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $28,000 |
EXETER TRUST COMPANY1 year Service code 21 · EIN 02-0476209 | Bank Trustee | $0 |
MANNING & NAPIER1 year Filed as: MANNING & NAPIER ADVISORS LLC Service code 27 · EIN 45-3328488 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,209 | $106,351+30.9% | $105,223+32.3% | $103,975+33.9% |
| Participation rate | 93.5% | 80.0%+13.6pp | 75.0%+18.5pp | 72.5%+21.0pp |
| Annual return | 10.62% | 11.69%-1.1pp | 180.65%-170.0pp | 19.41%-8.8pp |
| Employer contribution / active EE | $7,701 | $5,336+44.3% | $3,689+108.8% | $3,722+106.9% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $270 | $316-14.6% | $8,859-97.0% | $332-18.9% |