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 | $34,485 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 55 | Other Commissions | $9,641 |
PA RETIREMENT SOLUTIONS, INC.8+ years Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $9,610 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,272 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,414 | $65,125-73.3% | $143,797-87.9% | $66,949-74.0% |
| Participation rate | 98.2% | 65.2%+33.0pp | 80.3%+17.8pp | 69.8%+28.3pp |
| Annual return | -17.08% | -11.13%-5.9pp | -0.04%-17.0pp | 1.57%-18.6pp |
| Employer contribution / active EE | $1,439 | $2,362-39.1% | $4,952-70.9% | $2,545-43.4% |
| Participant deferral / active EE | $1,807 | $2,920-38.1% | $5,638-67.9% | $4,239-57.4% |
| Admin fee / account holder | $184 | $503-63.4% | $14,679-98.7% | $594-69.0% |