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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,893 |
MCF ADVISORS LLC2+ years Service code 27 50 E RIVERCENTER BLVD · COVINGTON, KY 41011 | Advisory (Plan) | $7,329 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,448 | $102,197-70.2% | $142,516-78.6% | $74,473-59.1% |
| Participation rate | 26.6% | 79.8%-53.2pp | 76.8%-50.2pp | 70.7%-44.1pp |
| Annual return | 19.43% | 19.73%-0.3pp | 20.03%-0.6pp | 34.36%-14.9pp |
| Employer contribution / active EE | $875 | $5,052-82.7% | $4,849-82.0% | $2,638-66.9% |
| Participant deferral / active EE | $1,493 | $6,304-76.3% | $6,280-76.2% | $4,530-67.0% |
| Admin fee / account holder | $55 | $186-70.5% | $10,008-99.5% | $347-84.2% |