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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,732 |
Filed as: MERRILL LYNCH PIERCE FENNER & Service code 27 · EIN 13-3180817 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $47,626 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 · EIN 82-3719843 FUTUREPLAN ADMINISTRATIV · SAN DIEGO, CA 92101 | Contract Administrator | $35,936 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,304 | $55,437+216.2% | $155,534+12.7% | $74,459+135.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.37% | 269.58%-257.2pp | 64.92%-52.5pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $14,482 | $2,266+539.1% | $4,675+209.8% | $2,626+451.5% |
| Participant deferral / active EE | $2,934 | $2,837+3.4% | $5,630-47.9% | $4,350-32.5% |
| Admin fee / account holder | $944 | $1,742-45.8% | $15,900-94.1% | $1,945-51.5% |