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: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $46,721 |
LBMC, PC3 years Filed as: LBMC PC Service code 10 5250 VIRGINIA WAY · BRENTWOOD, TN 370241869 | Accounting | $15,200 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,315 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,980 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $85 |
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 | $60,271 | $79,779-24.5% | $153,741-60.8% | $74,478-19.1% |
| Participation rate | 66.3% | 69.9%-3.7pp | 77.1%-10.8pp | 67.2%-0.9pp |
| Annual return | 12.30% | 15.08%-2.8pp | 15.71%-3.4pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $4,618 | $4,026+14.7% | $5,042-8.4% | $2,626+75.9% |
| Participant deferral / active EE | $8,472 | $5,329+59.0% | $6,757+25.4% | $4,350+94.8% |
| Admin fee / account holder | $296 | $1,761-83.2% | $12,749-97.7% | $1,946-84.8% |