See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $803 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $467 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,117 | $80,138+7.5% | $130,231-33.9% | $71,457+20.5% |
| Participation rate | 66.7% | 71.0%-4.3pp | 76.3%-9.6pp | 67.9%-1.3pp |
| Annual return | 20.02% | 16.81%+3.2pp | 38.77%-18.7pp | 28.85%-8.8pp |
| Employer contribution / active EE | $3,235 | $2,834+14.2% | $4,126-21.6% | $2,588+25.0% |
| Participant deferral / active EE | $0 | $4,641-100.0% | $6,799-100.0% | $4,289-100.0% |
| Admin fee / account holder | $10 | $1,035-99.0% | $6,020-99.8% | $1,587-99.3% |