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: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 1400 AMERICAN BLVD., BLDG. #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $22,188 |
Filed as: GREAT-WEST LIFE & ANNUITY INC. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $11,499 |
Service code 13 · EIN 36-3429599 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $2,809 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,630 | $84,482-53.1% | $125,363-68.4% | $66,930-40.8% |
| Participation rate | 57.0% | 76.4%-19.4pp | 82.4%-25.3pp | 69.8%-12.8pp |
| Annual return | -14.85% | -8.49%-6.4pp | 572.15%-587.0pp | 1.57%-16.4pp |
| Employer contribution / active EE | $1,506 | $3,553-57.6% | $4,815-68.7% | $2,545-40.8% |
| Participant deferral / active EE | $3,672 | $6,782-45.9% | $7,447-50.7% | $4,238-13.4% |
| Admin fee / account holder | $214 | $685-68.8% | $10,005-97.9% | $593-63.9% |