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 |
|---|---|---|
ORIENTAL BANK4 years Service code 13 · EIN 66-0259436 | Contract Administrator | $6,679 |
Filed as: AMERITAS ADVISORY SERVICES LLC Service code 27 · EIN 30-5472300 | Advisory (Plan) | $5,179 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,197 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8915 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,011 |
Service code 13 494 SYCAMORE AV SUITE 100 · SHREWSBURY, NJ 07702 | Contract Administrator | $165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,478 | $91,536-86.4% | $130,062-90.4% | $75,177-83.4% |
| Participation rate | 63.1% | 71.5%-8.4pp | 78.5%-15.4pp | 67.2%-4.1pp |
| Annual return | 13.77% | -631.62%+645.4pp | -137.37%+151.1pp | 160.75%-147.0pp |
| Employer contribution / active EE | $696 | $2,845-75.5% | $4,322-83.9% | $2,671-73.9% |
| Participant deferral / active EE | $1,724 | $4,343-60.3% | $5,821-70.4% | $4,126-58.2% |
| Admin fee / account holder | $104 | $6,780-98.5% | $10,601-99.0% | $5,651-98.2% |