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 50 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $663,075 |
USW INDUSTRY 401(K) PLAN6 years Service code 13 · EIN 65-1564649 | Contract Administrator | $551,350 |
Service code 10 · EIN 62-1132799 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Accounting | $253,675 |
BREDHOFF & KAISER8+ years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 | Legal | $72,015 |
LEGACY PROFESSIONALS LLP5 years Service code 10 · EIN 32-0043599 | Accounting | $49,625 |
CHERRY BEKAERT LLP5 years Filed as: CHERRY BEKAERT, LLP Service code 10 · EIN 56-0574444 222 SECOND AVE SOUTH · NASHVILLE, TN 37201 | Accounting | $23,400 |
MEKETA INVESTMENT GROUP4 years Filed as: MEKETA FIDUCIARY MANAGEMENT, LLC Service code 27 · EIN 47-2126910 100 LOWDER BROOK DRIVE, SUITE 1100 · WESTWOOD, MA 02090 | Advisory (Plan) | $15,000 |
US BANK8+ years Service code 49 · EIN 31-0841368 333 COMMERCE ST, STE 900 · NASHVILLE, TN 37201 | Other Services | $14,023 |
ARISTOTLE CAPITAL MANAGEMENT3 years Filed as: ARISTOTLE Service code 52 · EIN 39-1657495 | Indirect Investment Fees | $0 |
BAIRD FUNDS4 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,431 | $125,029-64.5% | $90,767-51.0% | $78,104-43.1% |
| Participation rate | 63.7% | 93.0%-29.3pp | 75.7%-12.0pp | 74.5%-10.9pp |
| Annual return | -13.61% | -14.80%+1.2pp | -12.16%-1.5pp | 10.90%-24.5pp |
| Employer contribution / active EE | $990 | $4,916-79.9% | $2,922-66.1% | $3,128-68.3% |
| Participant deferral / active EE | $1,466 | $7,684-80.9% | $4,565-67.9% | $5,089-71.2% |
| Admin fee / account holder | $67 | $56+20.6% | $8,445-99.2% | $79-14.8% |