Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,982 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $52 |
FIRST HORIZON ADVISORS INC4 years Service code 55 530 OAK COURT DR STE 200 · MEMPHIS, TN 38117 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,784 | $59,448-73.4% | $93,696-83.2% | $74,459-78.8% |
| Participation rate | 65.3% | 59.6%+5.6pp | 68.7%-3.5pp | 67.2%-2.0pp |
| Annual return | 14.67% | 82.11%-67.4pp | 133.74%-119.1pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $22 | $1,266-98.3% | $2,422-99.1% | $2,626-99.2% |
| Participant deferral / active EE | $2,004 | $3,052-34.3% | $4,417-54.6% | $4,350-53.9% |
| Admin fee / account holder | $160 | $3,027-94.7% | $8,287-98.1% | $1,945-91.8% |