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 |
|---|---|---|
MGROUP1 year Service code 17 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Pension Consulting | $8,377 |
Filed as: EMPOWER Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $8,219 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,853 | $58,726-69.6% | $92,240-80.6% | $62,293-71.3% |
| Participation rate | 75.2% | 68.3%+6.9pp | 76.5%-1.3pp | 69.5%+5.7pp |
| Annual return | 17.47% | 43.62%-26.1pp | 176.29%-158.8pp | 28.90%-11.4pp |
| Employer contribution / active EE | $10,013 | $2,392+318.6% | $3,680+172.1% | $2,042+390.3% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $167 | $556-70.0% | $5,194-96.8% | $479-65.1% |