Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $6,097 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,411 |
SHERIDAN ROAD ADVISORS LLC4+ years Filed as: HUB INTERNATIONAL GULF SOUTH Service code 15 · EIN 35-0672425 | Recordkeeping | $3,265 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $1,000 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $846 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3 |
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.
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 | $5,708 | $50,199-88.6% | $69,890-91.8% | $66,949-91.5% |
| Participation rate | 87.4% | 66.3%+21.1pp | 70.5%+16.9pp | 69.8%+17.6pp |
| Annual return | -19.85% | -13.85%-6.0pp | 190.84%-210.7pp | 1.57%-21.4pp |
| Employer contribution / active EE | $652 | $1,864-65.0% | $2,560-74.5% | $2,545-74.4% |
| Participant deferral / active EE | $1,963 | $3,112-36.9% | $3,848-49.0% | $4,239-53.7% |
| Admin fee / account holder | $102 | $600-83.0% | $6,267-98.4% | $594-82.8% |