Filed March 12, 2021 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,592 |
ASCENSUS LLC5 years Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $17,790 |
Filed as: INTERGRATED WEALTH CONCEPTS LLC Service code 27 500 5TH AVE STE 3 · WALTHAM, MA 02451 | Advisory (Plan) | $6,306 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,622 | $50,919-47.7% | $155,556-82.9% | $77,762-65.8% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 16.44% | 34.84%-18.4pp | 64.84%-48.4pp | 31.27%-14.8pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,338 | $2,824+89.0% | $5,631-5.2% | $4,651+14.8% |
| Admin fee / account holder | $117 | $437-73.3% | $15,885-99.3% | $433-73.1% |