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: MERRILL LYNCH Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $21,114 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $3,286 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $768 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $278 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,132 | $69,745-56.8% | $67,511-55.4% | $74,546-59.6% |
| Participation rate | 84.6% | 71.3%+13.3pp | 72.9%+11.7pp | 67.2%+17.4pp |
| Annual return | 11.67% | -40.37%+52.0pp | 3517.41%-3505.7pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $832 | $2,705-69.3% | $2,733-69.6% | $2,624-68.3% |
| Participant deferral / active EE | $1,966 | $3,636-45.9% | $4,000-50.8% | $4,347-54.8% |
| Admin fee / account holder | $292 | $894-67.3% | $3,999-92.7% | $1,944-85.0% |