Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,607 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $3,592 |
JANNEY MONTGOMERY SCOTT LLC2+ years Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $3,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,563 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,899 | $63,314-54.4% | $91,004-68.2% | $62,293-53.6% |
| Participation rate | 96.1% | 73.3%+22.8pp | 75.6%+20.5pp | 69.5%+26.6pp |
| Annual return | 15.72% | 21.00%-5.3pp | 4.60%+11.1pp | 28.90%-13.2pp |
| Employer contribution / active EE | $491 | $1,807-72.9% | $2,456-80.0% | $2,042-76.0% |
| Participant deferral / active EE | $1,715 | $2,944-41.7% | $3,548-51.7% | $3,169-45.9% |
| Admin fee / account holder | $101 | $468-78.4% | $5,417-98.1% | $479-78.9% |