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 | $99,792 | $96,731+3.2% | $123,973-19.5% | $86,983+14.7% |
| Participation rate | 92.8% | 70.0%+22.7pp | 76.7%+16.1pp | 69.5%+23.2pp |
| Annual return | 17.76% | 17.33%+0.4pp | 388.13%-370.4pp | 25.83%-8.1pp |
| Employer contribution / active EE | $8,787 | $3,297+166.5% | $4,126+113.0% | $2,584+240.0% |
| Participant deferral / active EE | $6,534 | $4,152+57.4% | $5,247+24.5% | $4,194+55.8% |
| Admin fee / account holder | $358 | $8,722-95.9% | $11,799-97.0% | $7,856-95.4% |