Filed November 27, 2015 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $129,997 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $124,182 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $33,956 |
Filed as: WEALTH ENHANCEMENT AD SVCS LLC Service code 16 505 HIGHWAY 169 NORTH · PLYMOUTH, MN 55441 | Consulting | $25,728 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $300 |
Filed as: CHARLES SCHWAB & CO IN. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 16 1110 OPAL COURT · HAGERSTOWN, MD 21740 | Consulting | $1 |
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 | $69,280 | $45,000+54.0% | $143,801-51.8% | $77,906-11.1% |
| Participation rate | 93.1% | 66.8%+26.3pp | 80.3%+12.8pp | 73.7%+19.4pp |
| Annual return | -15.66% | 29.03%-44.7pp | -0.04%-15.6pp | 12.16%-27.8pp |
| Employer contribution / active EE | $2,311 | $1,870+23.6% | $4,952-53.3% | $2,846-18.8% |
| Participant deferral / active EE | $4,574 | $3,157+44.9% | $5,639-18.9% | $4,805-4.8% |
| Admin fee / account holder | $70 | $98-28.7% | $14,680-99.5% | $133-47.1% |