Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MAXUS PLAN SOLUTIONS2+ years Filed as: MAXUS PLAN SOLUTIONS, INC Service code 13 · EIN 45-4012897 | Contract Administrator | $32,067 |
CETERA ADVISOR NETWORKS LLC2+ years Service code 27 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $8,160 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80110 | Recordkeeping Fees | $8,077 |
STIFEL NICOLAUS & CO INC1 year Service code 25 501 N BROADWAY · ST LOUIS, MO 63102 | Directed Trustee | $1,891 |
Filed as: EMPOWER INVESTMENT GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80110 | Investment Management | $20 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $6,013 | $66,486-91.0% | $81,370-92.6% | $77,762-92.3% |
| Participation rate | 73.3% | 68.7%+4.6pp | 69.5%+3.7pp | 70.6%+2.7pp |
| Annual return | 8.73% | 15.95%-7.2pp | 24.85%-16.1pp | 31.27%-22.5pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,464-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,106 | $3,677-69.9% | $3,885-71.5% | $4,651-76.2% |
| Admin fee / account holder | $106 | $586-81.9% | $5,749-98.2% | $433-75.5% |