Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $23,382 |
APRIO LLP4 years Filed as: APRIO MANAGEMENT LLC Service code 27 5 CONCOURSE PKWY · ATLANTA, GA 30238 | Advisory (Plan) | $19,974 |
PENSION FINANCIAL SERVICES, INC.7+ years Service code 13 | Contract Administrator | $7,989 |
PENSION FINANCIAL SERVICES, INC.7+ years Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 3700 CRESTWOOD PWKY · DULUTH, GA 30096 | Contract Administrator | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,625 | $55,472-39.4% | $155,567-78.4% | $74,546-54.9% |
| Participation rate | 95.8% | 61.9%+33.9pp | 78.2%+17.6pp | 67.2%+28.6pp |
| Annual return | 12.69% | 268.72%-256.0pp | 64.74%-52.0pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $1,671 | $2,269-26.4% | $4,674-64.3% | $2,624-36.3% |
| Participant deferral / active EE | $3,485 | $2,838+22.8% | $5,628-38.1% | $4,347-19.8% |
| Admin fee / account holder | $173 | $1,743-90.1% | $15,916-98.9% | $1,944-91.1% |