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 ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $1,393,253 |
WISS & COMPANY, LLP4 years Filed as: WISS & COMPANY LLP Service code 33 · EIN 22-1732349 | Securities brokerage | $75,000 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $1,200 |
Service code 59 | Shareholder Servicing | $0 |
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 | $44,404 | $68,330-35.0% | $149,740-70.3% | $96,393-53.9% |
| Participation rate | 93.3% | 74.6%+18.7pp | 78.8%+14.5pp | 71.3%+22.0pp |
| Annual return | 22.05% | 29.64%-7.6pp | 134.51%-112.5pp | 22.88%-0.8pp |
| Employer contribution / active EE | $1,830 | $2,139-14.5% | $4,821-62.0% | $3,239-43.5% |
| Participant deferral / active EE | $5,406 | $4,422+22.3% | $5,683-4.9% | $5,455-0.9% |
| Admin fee / account holder | $73 | $52+41.1% | $13,222-99.4% | $74-0.7% |