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 CO Service code 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,723 |
Filed as: ONEDIGITAL INVESTMENT Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $37,494 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $18,551 |
Filed as: PLAN DESIGN CONSULTANTS Service code 13 | Contract Administrator | $10,000 |
PLAN DESIGN CONSULTANTS, INC.9+ years Filed as: PLAN DESIGN CONSULTANTS, INC Service code 13 3451 VIA MONTEBELLO · CARLSBAD, CA 92009 | Contract Administrator | $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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,445 | $95,417-16.7% | $135,974-41.6% | $74,460+6.7% |
| Participation rate | 56.0% | 78.2%-22.2pp | 81.9%-25.9pp | 70.7%-14.8pp |
| Annual return | 18.25% | 32.76%-14.5pp | 68.30%-50.1pp | 34.38%-16.1pp |
| Employer contribution / active EE | $1,714 | $3,878-55.8% | $4,859-64.7% | $2,638-35.0% |
| Participant deferral / active EE | $6,390 | $7,789-18.0% | $7,760-17.7% | $4,530+41.1% |
| Admin fee / account holder | $301 | $266+13.0% | $10,767-97.2% | $348-13.5% |