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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $129,925 |
MMA SECURITIES LLC1 year Filed as: ASSURED PARTNERS CAPITAL, INC Service code 27 200 COLONIAL CENTER PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $36,715 |
PREMIER RETIREMENT PARTNERS5 years Filed as: PREMIER RETIREMENT PARTNERS LLC Service code 13 8040 EXCELSIOR DR STE 401 · MADISON, WI 537172919 | Contract Administrator | $34,219 |
Filed as: IFP ADVISORS INC Service code 27 3030 N ROCKY POINT DR. W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $12,388 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,986 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $4,910 |
BAS PARTNERS4 years Service code 10 15800 PINES BLVD · PEMBROKE PINES, FL 330271212 | Accounting | $3,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,955 | $49,693-69.9% | $70,544-78.8% | $74,460-79.9% |
| Participation rate | 57.9% | 64.7%-6.8pp | 68.4%-10.5pp | 70.7%-12.9pp |
| Annual return | 11.30% | 21.22%-9.9pp | 32.79%-21.5pp | 34.38%-23.1pp |
| Employer contribution / active EE | $2,161 | $1,773+21.9% | $2,976-27.4% | $2,638-18.1% |
| Participant deferral / active EE | $729 | $3,376-78.4% | $4,568-84.0% | $4,530-83.9% |
| Admin fee / account holder | $316 | $3160% | $6,427-95.1% | $348-9.2% |