Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $38,126 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,540 |
UNITED 401(K) PLANS, INC.2 years Filed as: UNITED 401(K) PLANS INC Service code 13 682 E VINE ST #8 · MURRAY, UT 84107 | Contract Administrator | $26,421 |
TANNER LLC10+ years Service code 10 36 S STATE ST STE 600 · SALT LAKE CITY, UT 84111 | Accounting | $18,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,931 | $59,054+26.9% | $97,197-22.9% | $77,714-3.6% |
| Participation rate | 97.8% | 67.9%+29.9pp | 72.7%+25.1pp | 70.6%+27.2pp |
| Annual return | 12.91% | 16.96%-4.0pp | 75.47%-62.6pp | 31.26%-18.3pp |
| Employer contribution / active EE | $4,149 | $1,742+138.2% | $2,723+52.4% | $2,727+52.1% |
| Participant deferral / active EE | $3,276 | $3,930-16.6% | $4,263-23.2% | $4,649-29.5% |
| Admin fee / account holder | $284 | $346-17.9% | $5,637-95.0% | $433-34.4% |