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, NC 08534 | Advisory (Plan) | $15,260 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $3,557 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $1,177 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $236 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $24 |
ASCENSUS LLC3 years Service code 15 · EIN 82-3719843 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,883 | $60,989-64.1% | $60,899-64.1% | $66,930-67.3% |
| Participation rate | 78.3% | 74.5%+3.9pp | 73.1%+5.2pp | 69.8%+8.5pp |
| Annual return | -17.77% | -9.60%-8.2pp | 16.92%-34.7pp | 1.57%-19.3pp |
| Employer contribution / active EE | $830 | $2,661-68.8% | $2,702-69.3% | $2,545-67.4% |
| Participant deferral / active EE | $1,906 | $3,615-47.3% | $3,817-50.1% | $4,238-55.0% |
| Admin fee / account holder | $185 | $338-45.3% | $3,225-94.3% | $593-68.8% |