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 |
|---|---|---|
LIBERTY GROUP LLC2+ years Service code 55 411 30TH ST STE 314 · OAKLAND, CA 94609 | Other Commissions | $14,033 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,530 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,492 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $190 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,738 | $51,244+18.5% | $80,977-25.0% | $55,167+10.1% |
| Participation rate | 98.1% | 71.7%+26.4pp | 75.8%+22.3pp | 69.0%+29.1pp |
| Annual return | 17.14% | 17.39%-0.3pp | 17.11%0pp | 169.23%-152.1pp |
| Employer contribution / active EE | $4,072 | $1,770+130.0% | $3,715+9.6% | $1,963+107.5% |
| Participant deferral / active EE | $11,578 | $4,418+162.1% | $5,696+103.3% | $3,054+279.1% |
| Admin fee / account holder | $23 | $398-94.3% | $5,517-99.6% | $504-95.5% |