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 |
|---|---|---|
Filed as: NEWFRONT RETIREMENT SERVICES, INC. Service code 27 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,309 |
Service code 10 3150 ALMADEN EXPY #105 · SAN JOSE, CA 95118 | Accounting | $19,143 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,228 |
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 | $113,655 | $106,110+7.1% | $147,005-22.7% | $77,671+46.3% |
| Participation rate | 94.9% | 78.4%+16.5pp | 82.2%+12.8pp | 70.6%+24.3pp |
| Annual return | 15.77% | 56.77%-41.0pp | 418.76%-403.0pp | 31.21%-15.4pp |
| Employer contribution / active EE | $3,650 | $4,065-10.2% | $4,934-26.0% | $2,726+33.9% |
| Participant deferral / active EE | $15,072 | $7,992+88.6% | $8,070+86.8% | $4,648+224.3% |
| Admin fee / account holder | $204 | $338-39.5% | $13,006-98.4% | $430-52.5% |