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: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $63,833 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $37,199 |
Filed as: MACIAS GINI AND OCONNELL LLP Service code 10 500 CAPITOL MALL STE 2200 · SACRAMENTO, CA 95814 | Accounting | $22,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,321 | $62,541-24.3% | $129,406-63.4% | $200,096-76.4% |
| Participation rate | 49.0% | 56.8%-7.8pp | 69.6%-20.7pp | 72.0%-23.1pp |
| Annual return | 9.56% | 16.95%-7.4pp | 9468.18%-9458.6pp | 34.26%-24.7pp |
| Employer contribution / active EE | $615 | $2,392-74.3% | $4,155-85.2% | $3,038-79.7% |
| Participant deferral / active EE | $2,461 | $3,123-21.2% | $4,167-40.9% | $5,090-51.7% |
| Admin fee / account holder | $191 | $167+14.6% | $7,689-97.5% | $269-29.0% |