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: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $83,668 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 49 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Services | $68,230 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $27,162 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,724 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,185 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $66,843 | $90,064-25.8% | $100,392-33.4% | $77,736-14.0% |
| Participation rate | 98.1% | 81.3%+16.8pp | 81.5%+16.6pp | 70.6%+27.5pp |
| Annual return | 18.73% | 20.61%-1.9pp | 49.45%-30.7pp | 31.26%-12.5pp |
| Employer contribution / active EE | $3,586 | $3,043+17.8% | $3,941-9.0% | $2,728+31.5% |
| Participant deferral / active EE | $14,431 | $8,282+74.2% | $8,090+78.4% | $4,651+210.3% |
| Admin fee / account holder | $247 | $172+43.5% | $7,904-96.9% | $433-43.0% |