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 |
|---|---|---|
BARCLAY PLANNING GROUP5 years Filed as: BARCLAY BRELAND FAMILY OFFICE Service code 27 500 UNIVERSITY BLVD STE 205 · JUPITER, FL 33458 | Advisory (Plan) | $33,390 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,646 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,261 | $58,859+22.8% | $129,397-44.2% | $77,714-7.0% |
| Participation rate | 45.3% | 59.3%-14.0pp | 69.6%-24.3pp | 70.6%-25.3pp |
| Annual return | 13.37% | 24.74%-11.4pp | 9453.98%-9440.6pp | 31.26%-17.9pp |
| Employer contribution / active EE | $290 | $1,952-85.2% | $4,154-93.0% | $2,727-89.4% |
| Participant deferral / active EE | $2,256 | $3,215-29.8% | $4,167-45.9% | $4,649-51.5% |
| Admin fee / account holder | $253 | $591-57.1% | $7,679-96.7% | $433-41.5% |