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: BLUE & CO LLC Service code 10 250 W MAIN ST · LEXINGTON, KY 40507 | Accounting | $18,657 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $11,861 |
MCF ADVISORS LLC3+ years Service code 27 50 E RIVERCENTER BLVD · COVINGTON, KY 41011 | Advisory (Plan) | $10,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $17,412 | $96,805-82.0% | $153,741-88.7% | $77,762-77.6% |
| Participation rate | 30.5% | 81.6%-51.2pp | 77.1%-46.6pp | 70.6%-40.1pp |
| Annual return | 13.14% | 14.39%-1.2pp | 15.71%-2.6pp | 31.27%-18.1pp |
| Employer contribution / active EE | $1,040 | $5,232-80.1% | $5,042-79.4% | $2,728-61.9% |
| Participant deferral / active EE | $1,599 | $6,601-75.8% | $6,757-76.3% | $4,651-65.6% |
| Admin fee / account holder | $60 | $182-67.0% | $12,749-99.5% | $433-86.1% |