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: FERMATA 401K LLC Service code 27 539 BROADWAY STE A · SONOMA, CA 95476 | Advisory (Plan) | $18,043 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,769 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,288 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,994 | $80,781-51.7% | $102,437-61.9% | $74,478-47.6% |
| Participation rate | 87.5% | 65.7%+21.8pp | 74.5%+13.0pp | 67.2%+20.3pp |
| Annual return | 10.91% | 27.58%-16.7pp | 24.95%-14.0pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $3,615 | $3,160+14.4% | $3,871-6.6% | $2,626+37.6% |
| Participant deferral / active EE | $2,859 | $3,862-26.0% | $5,060-43.5% | $4,350-34.3% |
| Admin fee / account holder | $205 | $2,372-91.4% | $8,388-97.6% | $1,946-89.5% |