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 |
|---|---|---|
Service code 13 · EIN 62-1038805 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Contract Administrator | $14,485 |
SBHU LIFE AGENCY INC1 year Service code 70 | Consulting Fees | $8,081 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,350 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $380 |
SBHU LIFE AGENCY INC1 year Filed as: SBHU LIFE AGCY INC Service code 70 · EIN 13-2896238 702 KING FARM BLVD STE 500 · ROCKVILLE, MD 20850 | Consulting Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,621 | $42,367-58.4% | $79,580-77.9% | $64,819-72.8% |
| Participation rate | 61.2% | 64.7%-3.6pp | 69.5%-8.3pp | 71.5%-10.3pp |
| Annual return | -15.76% | -12.23%-3.5pp | 0.15%-15.9pp | 32.84%-48.6pp |
| Employer contribution / active EE | $98 | $1,181-91.7% | $2,413-95.9% | $2,507-96.1% |
| Participant deferral / active EE | $2,483 | $3,170-21.7% | $3,985-37.7% | $4,311-42.4% |
| Admin fee / account holder | $16 | $160-89.9% | $6,835-99.8% | $188-91.4% |