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 |
|---|---|---|
JULY BUSINESS SERVICES3 years Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $6,301 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $785 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,919 | $80,763-49.3% | $102,412-60.0% | $74,459-45.0% |
| Participation rate | 86.3% | 65.7%+20.7pp | 74.5%+11.8pp | 67.2%+19.1pp |
| Annual return | 11.85% | 27.57%-15.7pp | 24.94%-13.1pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $1,854 | $3,160-41.3% | $3,870-52.1% | $2,626-29.4% |
| Participant deferral / active EE | $2,741 | $3,862-29.0% | $5,060-45.8% | $4,350-37.0% |
| Admin fee / account holder | $256 | $2,371-89.2% | $8,388-96.9% | $1,945-86.8% |