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 27 P. O. BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $35,332 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,744 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD PC Service code 10 271 17TH STREET · ATLANTA, GA 30363 | Accounting | $10,750 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 13 30 N LASALLE STREET · CHICAGO, IL 60602 | Contract Administrator | $5,614 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8915 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,094 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,742 | $101,499-18.5% | $147,005-43.7% | $74,546+11.0% |
| Participation rate | 82.5% | 75.5%+7.0pp | 82.2%+0.4pp | 67.2%+15.3pp |
| Annual return | 31.09% | 8732.34%-8701.3pp | 418.76%-387.7pp | 1366.03%-1334.9pp |
| Employer contribution / active EE | $4,662 | $3,811+22.3% | $4,934-5.5% | $2,624+77.7% |
| Participant deferral / active EE | $10,326 | $7,304+41.4% | $8,070+28.0% | $4,347+137.5% |
| Admin fee / account holder | $494 | $1,748-71.7% | $13,006-96.2% | $1,944-74.6% |