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: NEWFRONT RETIREMENT SERVICES, INC Service code 27 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $6,242 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,128 |
Filed as: DYATECH LLC Service code 13 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 39157 | Contract Administrator | $655 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · EENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
C E S INS AGENCY INC1 year Filed as: INS SERVICES OF SAN FRANCISCO INC Service code 55 75 PORT CITY LNDG #420 · MT PLEASANT, SC 29464 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,039 | $79,089-59.5% | $100,392-68.1% | $74,459-57.0% |
| Participation rate | 67.5% | 79.4%-11.9pp | 81.5%-14.0pp | 67.2%+0.3pp |
| Annual return | 51.40% | 20.61%+30.8pp | 49.45%+1.9pp | 1369.70%-1318.3pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,391 | $7,747-4.6% | $8,090-8.6% | $4,350+69.9% |
| Admin fee / account holder | $66 | $1,336-95.0% | $7,904-99.2% | $1,945-96.6% |