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: IFP ADVISORS INC Service code 27 3030 N ROCKY POINT DR W · TAMPA, FL 33607 | Advisory (Plan) | $65,527 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $47,540 |
ASCENSUS LLC2 years Filed as: DWC ERISA CONSULTANTS LLC Service code 13 PO BOX 241267 · ST PAUL, MN 55124 | Contract Administrator | $26,101 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,567 | $89,465+2.3% | $165,100-44.5% | $77,762+17.8% |
| Participation rate | 80.7% | 78.6%+2.1pp | 78.6%+2.1pp | 70.6%+10.2pp |
| Annual return | 12.94% | 28.86%-15.9pp | 70.21%-57.3pp | 31.27%-18.3pp |
| Employer contribution / active EE | $3,558 | $2,565+38.7% | $4,348-18.2% | $2,728+30.4% |
| Participant deferral / active EE | $3,204 | $4,904-34.7% | $6,035-46.9% | $4,651-31.1% |
| Admin fee / account holder | $235 | $340-30.8% | $12,696-98.1% | $433-45.7% |