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 |
|---|---|---|
THE ANGELL PENSION GROUP, INC.8+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $14,768 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $13,186 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $7,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,614 | $47,766+37.4% | $82,744-20.7% | $64,819+1.2% |
| Participation rate | 56.4% | 67.7%-11.3pp | 72.6%-16.2pp | 71.5%-15.1pp |
| Annual return | -17.83% | -13.06%-4.8pp | 702.22%-720.0pp | 32.84%-50.7pp |
| Employer contribution / active EE | $2,070 | $2,182-5.1% | $3,008-31.2% | $2,507-17.4% |
| Participant deferral / active EE | $1,702 | $3,332-48.9% | $4,395-61.3% | $4,311-60.5% |
| Admin fee / account holder | $136 | $143-4.5% | $5,325-97.4% | $188-27.3% |