Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 13 ALLIANT RETIREM · NEW YORK, NY 10178 | Contract Administrator | $1,517 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,179 | $93,010-92.3% | $96,520-92.6% | $74,440-90.4% |
| Participation rate | 70.9% | 71.6%-0.7pp | 74.3%-3.4pp | 70.7%+0.2pp |
| Annual return | 0.00% | 37.50%-37.5pp | 35.72%-35.7pp | 34.37%-34.4pp |
| Employer contribution / active EE | $175 | $3,427-94.9% | $3,739-95.3% | $2,638-93.4% |
| Participant deferral / active EE | $1,409 | $3,971-64.5% | $4,879-71.1% | $4,529-68.9% |
| Admin fee / account holder | $0 | $633-100.0% | $6,733-100.0% | $348-99.9% |