Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $36,033 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,600 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,546 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,634 | $50,458-61.1% | $160,009-87.7% | $64,819-69.7% |
| Participation rate | 92.0% | 68.0%+24.0pp | 78.0%+14.1pp | 71.5%+20.6pp |
| Annual return | -19.98% | -13.42%-6.6pp | 408.85%-428.8pp | 32.84%-52.8pp |
| Employer contribution / active EE | $529 | $1,722-69.3% | $4,225-87.5% | $2,507-78.9% |
| Participant deferral / active EE | $3,190 | $4,004-20.3% | $6,183-48.4% | $4,311-26.0% |
| Admin fee / account holder | $152 | $706-78.5% | $8,715-98.3% | $188-19.0% |