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 |
|---|---|---|
FARMER & BETTS3 years Filed as: FARMER & BETTS, INC. Service code 13 · EIN 94-3322438 6010 20TH ST E, STE 1 · TACOMA, WA 98424 | Contract Administrator | $6,151 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,055 |
FARMER & BETTS1 year Service code 13 | Contract Administrator | $1,344 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,104 | $55,902-24.7% | $76,030-44.6% | $80,959-48.0% |
| Participation rate | 91.0% | 62.1%+29.0pp | 69.1%+22.0pp | 67.7%+23.4pp |
| Annual return | 11.44% | 20.59%-9.2pp | 361.54%-350.1pp | 35.67%-24.2pp |
| Employer contribution / active EE | $5,177 | $1,867+177.3% | $2,688+92.6% | $2,757+87.8% |
| Participant deferral / active EE | $2,912 | $3,051-4.6% | $4,257-31.6% | $4,300-32.3% |
| Admin fee / account holder | $39 | $5,239-99.3% | $6,421-99.4% | $6,925-99.4% |