Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,731 |
THE RETIREMENT ADVANTAGE INC2+ years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $8,187 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS LLC Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $2,655 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,116 | $95,369-93.6% | $135,942-95.5% | $74,440-91.8% |
| Participation rate | 70.8% | 78.2%-7.4pp | 81.9%-11.1pp | 70.7%+0.1pp |
| Annual return | 49.69% | 32.72%+17.0pp | 68.28%-18.6pp | 34.37%+15.3pp |
| Employer contribution / active EE | $885 | $3,878-77.2% | $4,858-81.8% | $2,638-66.5% |
| Participant deferral / active EE | $1,654 | $7,788-78.8% | $7,759-78.7% | $4,529-63.5% |
| Admin fee / account holder | $72 | $266-72.9% | $10,764-99.3% | $348-79.2% |