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 |
|---|---|---|
MMA SECURITIES LLC5 years Service code 27 | Advisory (Plan) | $10,036 |
COMASS3601 year Service code 13 | Contract Administrator | $7,975 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $3,727 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 | Advisory (Plan) | $3,328 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $1,381 |
Service code 99 · EIN 71-0294708 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,335 | $80,983-53.9% | $96,544-61.3% | $75,177-50.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 11.90% | 27.05%-15.2pp | 25.88%-14.0pp | 160.75%-148.9pp |
| Employer contribution / active EE | $687 | $2,282-69.9% | $2,966-76.8% | $2,671-74.3% |
| Participant deferral / active EE | $3,926 | $3,929-0.1% | $4,851-19.1% | $4,126-4.9% |
| Admin fee / account holder | $415 | $6,717-93.8% | $8,254-95.0% | $5,651-92.7% |