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 |
|---|---|---|
AMERICAN FUNDS5 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 99 12 BROAD ST 5TH FL · RED BANK, NJ 07701 | Other Fees | $111,101 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,754 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,960 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,414 | $84,499+27.1% | $125,391-14.3% | $66,949+60.4% |
| Participation rate | 90.6% | 76.4%+14.2pp | 82.4%+8.2pp | 69.8%+20.8pp |
| Annual return | -16.50% | -8.49%-8.0pp | 572.41%-588.9pp | 1.57%-18.1pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $7,604 | $6,785+12.1% | $7,448+2.1% | $4,239+79.4% |
| Admin fee / account holder | $616 | $685-10.1% | $10,009-93.8% | $594+3.8% |