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: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,685 |
JONES GREGG FINANCIAL6 years Filed as: JONES GREGG FINANCIAL, LLC Service code 27 6733 FAIRVIEW ROAD, SUITE D · CHARLOTTE, NC 282103652 | Advisory (Plan) | $9,612 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $2,554 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,639 |
PENTEGRA SERVICES, INC.4 years Service code 13 5350 SEVENTY SEVEN CENTER DRIVE · CHARLOTTE, NC 28217 | Contract Administrator | $1,590 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $129,737-100.0% | $119,126-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 78.9%-78.9pp | 75.8%-75.8pp | 80.7%-80.7pp |
| Annual return | -100.44% | 379.08%-479.5pp | 282.11%-382.5pp | 172.34%-272.8pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |