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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,094 |
MBG RETIREMENT1 year Filed as: MBG RETIREMENT INC. Service code 27 11700 KATY FWY STE 1700 · HOUSTON, TX 77079 | Advisory (Plan) | $10,907 |
THOMAS JUDY & TUCKER PA1 year Filed as: THOMAS JUDY & TUCKER, PA Service code 99 4700 FALLS OF NEUSE RD STE 400 · RALEIGH, NC 27609 | Other Fees | $4,723 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $782 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,136-100.0% | $152,301-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 0.38% | 91.02%-90.6pp | 80.50%-80.1pp | 172.34%-172.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |