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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,622 |
GESCHER HERBER GROUP LLC1 year Filed as: GESCHER HERBER GROUP Service code 27 1781 LIBERTY ST. SE STE 200 · SALEM, OH 97302 | Advisory (Plan) | $19,873 |
Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 | Contract Administrator | $4,842 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 13 1193 ROYVONNE AVE SE STE 22 · SALEM, OR 97302 | Contract Administrator | $2,550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,609 | $88,672+12.3% | $105,223-5.3% | $82,448+20.8% |
| Participation rate | 92.8% | 67.9%+24.8pp | 75.0%+17.7pp | 68.1%+24.7pp |
| Annual return | 17.78% | 30.86%-13.1pp | 180.65%-162.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $8,787 | $3,048+188.3% | $3,689+138.2% | $2,551+244.4% |
| Participant deferral / active EE | $6,534 | $4,036+61.9% | $5,072+28.8% | $4,139+57.9% |
| Admin fee / account holder | $344 | $7,146-95.2% | $8,859-96.1% | $7,234-95.2% |