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 |
|---|---|---|
Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $17,627 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $60 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $88,242 | $59,186+49.1% | $76,768+14.9% | $56,287+56.8% |
| Participation rate | 83.1% | 75.2%+7.9pp | 77.0%+6.2pp | 69.9%+13.3pp |
| Annual return | -4.47% | 6.62%-11.1pp | 2.43%-6.9pp | -9.96%+5.5pp |
| Employer contribution / active EE | $3,551 | $1,759+101.9% | $2,485+42.9% | $2,111+68.2% |
| Participant deferral / active EE | $5,288 | $3,255+62.5% | $3,852+37.3% | $3,350+57.9% |
| Admin fee / account holder | $93 | $489-80.9% | $6,675-98.6% | $521-82.1% |