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: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,766 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $34,340 |
JAMES A. REICHERT2 years Filed as: JAMES MILLER CPA PC Service code 10 · EIN 13-3180178 4800 LAKEWOOD DR STE 5 · WACO, TX 76710 | Accounting | $10,750 |
Filed as: ECONOMIC GROUP PENSION Service code 13 SERVICES INC · MOBILE, AL 36609 | Contract Administrator | $6,927 |
FLEXPATH STRATEGIES, LLC4 years Filed as: FLEXPATH STRATEGIES LLC Service code 99 120 VANTIS · ALISO VIEJO, CA 92656 | Other Fees | $3,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,093 | $83,023-55.3% | $102,437-63.8% | $77,762-52.3% |
| Participation rate | 46.8% | 71.5%-24.7pp | 74.5%-27.7pp | 70.6%-23.8pp |
| Annual return | 13.65% | 19.12%-5.5pp | 24.95%-11.3pp | 31.27%-17.6pp |
| Employer contribution / active EE | $1,233 | $3,552-65.3% | $3,871-68.1% | $2,728-54.8% |
| Participant deferral / active EE | $3,486 | $4,110-15.2% | $5,060-31.1% | $4,651-25.0% |
| Admin fee / account holder | $307 | $639-51.9% | $8,388-96.3% | $433-29.0% |