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 INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,349 |
INFINEX INVESTMENTS INC1 year Service code 55 | Other Commissions | $27,443 |
METRO BENEFITS, INC.4 years Service code 13 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Contract Administrator | $6,445 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,598 |
INVINEX INVESTMENTS INC3 years Service code 55 538 PRESTON AVE · MERIDAN, CT 06450 | Other Commissions | $0 |
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 | $67,646 | $65,092+3.9% | $143,799-53.0% | $66,938+1.1% |
| Participation rate | 97.3% | 65.2%+32.1pp | 80.3%+17.0pp | 69.8%+27.5pp |
| Annual return | -18.62% | -11.14%-7.5pp | -0.04%-18.6pp | 1.58%-20.2pp |
| Employer contribution / active EE | $3,087 | $2,362+30.7% | $4,952-37.7% | $2,545+21.3% |
| Participant deferral / active EE | $4,926 | $2,920+68.7% | $5,638-12.6% | $4,238+16.2% |
| Admin fee / account holder | $292 | $502-41.8% | $14,677-98.0% | $594-50.8% |