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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,522 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 99 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Fees | $1,203 |
WILLIAMS KEEPERS LLC1 year Filed as: WILLIAMS Service code 27 5350 POPLAR AVE STE 600 · MEMPHIS, TN 38119 | Advisory (Plan) | $315 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,928 | $71,215-84.7% | $93,696-88.3% | $80,935-86.5% |
| Participation rate | 59.3% | 60.4%-1.1pp | 68.7%-9.5pp | 67.7%-8.4pp |
| Annual return | 8.23% | 11.27%-3.0pp | 133.74%-125.5pp | 35.66%-27.4pp |
| Employer contribution / active EE | $142 | $1,565-90.9% | $2,422-94.1% | $2,757-94.9% |
| Participant deferral / active EE | $1,433 | $4,037-64.5% | $4,417-67.5% | $4,299-66.7% |
| Admin fee / account holder | $55 | $6,958-99.2% | $8,287-99.3% | $6,924-99.2% |