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 | $18,346 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,665 |
JANNEY MONTGOMERY SCOTT LLC4+ 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 | $1,937 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,426 | $66,319-51.1% | $93,621-65.4% | $65,186-50.3% |
| Participation rate | 97.1% | 74.0%+23.1pp | 75.8%+21.2pp | 70.2%+26.9pp |
| Annual return | 8.53% | 42.59%-34.1pp | 32.76%-24.2pp | 29.39%-20.9pp |
| Employer contribution / active EE | $560 | $2,013-72.2% | $2,719-79.4% | $2,177-74.3% |
| Participant deferral / active EE | $2,033 | $3,343-39.2% | $4,070-50.0% | $3,514-42.1% |
| Admin fee / account holder | $134 | $6,900-98.1% | $7,890-98.3% | $847-84.2% |