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 |
|---|---|---|
ALPHA PENSION GROUP, INC.2 years Filed as: ALPHA PENSION GROUP INC. Service code 27 70 WESTVIEW STREET · LEXINGTON, MA 02421 | Advisory (Plan) | $36,485 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,991 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $21,422 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $14,887 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $93 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,783 | $55,449+89.0% | $83,831+25.0% | $56,289+86.2% |
| Participation rate | 91.0% | 68.0%+23.0pp | 76.1%+14.9pp | 69.9%+21.2pp |
| Annual return | -5.08% | -1.38%-3.7pp | 850.99%-856.1pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,839 | $2,430-24.3% | $3,631-49.4% | $2,111-12.9% |
| Participant deferral / active EE | $9,650 | $2,935+228.7% | $4,082+136.4% | $3,350+188.1% |
| Admin fee / account holder | $385 | $656-41.3% | $5,479-93.0% | $521-26.1% |