Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 50 · EIN 84-0467909 | Direct Payment | $42,852 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Service code 33 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Securities brokerage; Other fees | $20,982 |
AEGIS RETIREMENT PARTNERS3+ years Service code 13 · EIN 81-5017344 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Contract Administrator | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $113,498 | $55,446+104.7% | $155,574-27.0% | $74,429+52.5% |
| Participation rate | 99.4% | 61.9%+37.5pp | 78.2%+21.2pp | 67.2%+32.2pp |
| Annual return | 10.85% | 269.20%-258.4pp | 64.87%-54.0pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $12,672 | $2,836+346.8% | $5,629+125.1% | $4,348+191.4% |
| Admin fee / account holder | $290 | $1,743-83.4% | $15,914-98.2% | $1,944-85.1% |