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 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $64,797 |
PASADENA PRIVATE WEALTH LLC4 years Filed as: PASADENA PRIVATE WEALTH, LLC Service code 27 · EIN 82-4823358 | Advisory (Plan) | $48,900 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $12,205 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,045 | $64,176-25.1% | $112,249-57.2% | $66,938-28.2% |
| Participation rate | 94.1% | 68.4%+25.7pp | 75.1%+19.1pp | 69.8%+24.3pp |
| Annual return | -12.04% | -13.80%+1.8pp | 27.48%-39.5pp | 1.58%-13.6pp |
| Employer contribution / active EE | $3,870 | $3,007+28.7% | $3,636+6.4% | $2,545+52.0% |
| Participant deferral / active EE | $3,445 | $3,694-6.7% | $4,729-27.1% | $4,238-18.7% |
| Admin fee / account holder | $289 | $626-53.8% | $6,412-95.5% | $594-51.3% |