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. Service code 27 DBA ALLIANT RETIREMENT · NEW YORK, NY 10178 | Advisory (Plan) | $18,854 |
CARON & BLETZER, PLLC7 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $6,100 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,719 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,074 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $1,690 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,404 | $52,581+26.3% | $130,788-49.2% | $64,340+3.2% |
| Participation rate | 46.2% | 46.5%-0.4pp | 70.1%-23.9pp | 55.2%-9.1pp |
| Annual return | 13.66% | 20.39%-6.7pp | 386.44%-372.8pp | 24.14%-10.5pp |
| Employer contribution / active EE | $1,111 | $1,031+7.7% | $3,558-68.8% | $1,862-40.3% |
| Participant deferral / active EE | $2,132 | $2,200-3.1% | $4,137-48.5% | $2,980-28.5% |
| Admin fee / account holder | $320 | $4,583-93.0% | $6,673-95.2% | $3,703-91.4% |