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 GROUP6 years Filed as: BARCLAY BRELAND FAMILY OFFICE Service code 27 500 UNIVERSITY BLVD STE 205 · JUPITER, FL 33458 | Advisory (Plan) | $33,033 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,341 |
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.
Annual investment return 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 | $61,591 | $66,444-7.3% | $120,225-48.8% | $79,634-22.7% |
| Participation rate | 42.7% | 42.8%0pp | 69.6%-26.8pp | 62.5%-19.8pp |
| Annual return | 10.54% | 53.37%-42.8pp | 439.23%-428.7pp | 36.46%-25.9pp |
| Employer contribution / active EE | $0 | $1,860-100.0% | $3,475-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,899 | $2,798-32.1% | $3,999-52.5% | $3,835-50.5% |
| Admin fee / account holder | $267 | $1,295-79.4% | $5,696-95.3% | $1,002-73.3% |