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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,056 |
SECURITIES AMERICA INC2 years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Other Commissions | $31,798 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $22,754 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,352 | $80,731+57.7% | $103,378+23.2% | $74,400+71.2% |
| Participation rate | 93.9% | 65.7%+28.2pp | 74.5%+19.4pp | 67.2%+26.6pp |
| Annual return | 25.26% | 27.56%-2.3pp | 24.91%+0.4pp | 1367.51%-1342.2pp |
| Employer contribution / active EE | $8,554 | $3,159+170.7% | $3,870+121.0% | $2,624+225.9% |
| Participant deferral / active EE | $6,959 | $3,862+80.2% | $5,058+37.6% | $4,348+60.0% |
| Admin fee / account holder | $237 | $2,369-90.0% | $8,401-97.2% | $1,944-87.8% |