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 |
|---|---|---|
Service code 27 1400 AMERICAN BLVD #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $37,692 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 · EIN 42-0127290 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,504 |
RSM US LLP1 year Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $25,410 |
THE BENEFIT PRATICE7 years Service code 13 | Contract Administrator | $10,000 |
THE BENEFIT PRACTICE8 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $2,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,475 | $130,294+46.2% | $170,043+12.0% | $71,511+166.4% |
| Participation rate | 94.6% | 86.2%+8.4pp | 87.0%+7.6pp | 67.9%+26.6pp |
| Annual return | 20.01% | 20.36%-0.4pp | 53.40%-33.4pp | 28.86%-8.8pp |
| Employer contribution / active EE | $9,767 | $4,385+122.8% | $6,790+43.8% | $2,589+277.2% |
| Participant deferral / active EE | $17,641 | $6,928+154.7% | $10,410+69.5% | $4,291+311.2% |
| Admin fee / account holder | $300 | $966-69.0% | $12,824-97.7% | $1,588-81.1% |