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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,565 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS LLC Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $30,000 |
C-BEN GROUP1 year Service code 13 · EIN 85-1191330 | Contract Administrator | $15,380 |
Service code 28 4860 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | Investment Management | $7,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,801 | $105,179-83.1% | $64,099-72.2% | $80,149-77.8% |
| Participation rate | 53.3% | 73.5%-20.2pp | 72.3%-19.0pp | 72.9%-19.6pp |
| Annual return | 20.77% | 20.34%+0.4pp | 33.70%-12.9pp | 40.39%-19.6pp |
| Employer contribution / active EE | $446 | $3,311-86.5% | $2,748-83.8% | $2,977-85.0% |
| Participant deferral / active EE | $2,757 | $4,020-31.4% | $3,881-29.0% | $5,015-45.0% |
| Admin fee / account holder | $89 | $113-21.0% | $3,070-97.1% | $145-38.3% |