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 RETIREMENT, LLC Service code 13 · EIN 84-1233483 | Contract Administrator | $159,127 |
Filed as: MARSHALL AND MOSS, LLP Service code 10 · EIN 11-3360166 | Accounting | $90,000 |
PROSKAUER ROSE LLP2+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $62,917 |
CARY KANE LLP2+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $61,656 |
NOVAK FRANCELLA LLC2+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $28,384 |
Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,418 | $84,993-90.1% | $130,045-93.5% | $80,157-89.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 78.5%+21.5pp | 72.9%+27.1pp |
| Annual return | 21.66% | 23.76%-2.1pp | -137.30%+159.0pp | 40.39%-18.7pp |
| Employer contribution / active EE | $3,761 | $3,051+23.3% | $4,321-13.0% | $2,977+26.3% |
| Participant deferral / active EE | $209 | $4,984-95.8% | $5,820-96.4% | $5,015-95.8% |
| Admin fee / account holder | $183 | $391-53.1% | $10,600-98.3% | $145+26.3% |