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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $22,546 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,871 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $11,567 |
PLANCHEC(K) CPAS LLC1 year Service code 10 1 EASTON OVAL STE 310 · COLUMBUS, OH 43219 | Accounting | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,992 | $102,422+9.3% | $147,117-23.9% | $80,959+38.3% |
| Participation rate | 95.9% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 13.16% | 135.16%-122.0pp | 420.54%-407.4pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,224 | $3,717-67.1% | $4,932-75.2% | $2,757-55.6% |
| Participant deferral / active EE | $14,066 | $6,652+111.5% | $8,065+74.4% | $4,300+227.1% |
| Admin fee / account holder | $521 | $7,953-93.5% | $12,993-96.0% | $6,925-92.5% |