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 |
|---|---|---|
TIMESCALE FINANCIAL INC1 year Filed as: TIMESCALE Service code 27 222 ROSEWOOD DR · DANVERS, MA 01923 | Advisory (Plan) | $28,771 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,360 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,798 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,144 | $58,320+35.7% | $86,439-8.4% | $66,930+18.2% |
| Participation rate | 14.2% | 78.6%-64.4pp | 80.3%-66.2pp | 69.8%-55.6pp |
| Annual return | -67.42% | -9.71%-57.7pp | 4395.55%-4463.0pp | 1.57%-69.0pp |
| Employer contribution / active EE | $1,726 | $2,615-34.0% | $3,769-54.2% | $2,545-32.2% |
| Participant deferral / active EE | $7,084 | $6,899+2.7% | $6,952+1.9% | $4,238+67.2% |
| Admin fee / account holder | $803 | $546+47.2% | $6,732-88.1% | $593+35.4% |