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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $273,958 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $100,752 |
Service code 26 · EIN 94-1737782 | Advisory (Participants) | $13,779 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,088 | $107,415+182.2% | $135,998+122.9% | $80,187+278.0% |
| Participation rate | 87.7% | 78.0%+9.7pp | 81.9%+5.8pp | 72.9%+14.7pp |
| Annual return | 17.98% | 91.99%-74.0pp | 68.37%-50.4pp | 40.40%-22.4pp |
| Employer contribution / active EE | $6,428 | $3,878+65.7% | $4,860+32.3% | $2,980+115.7% |
| Participant deferral / active EE | $15,122 | $8,189+84.7% | $7,761+94.9% | $5,016+201.5% |
| Admin fee / account holder | $93 | $127-26.9% | $10,769-99.1% | $145-36.0% |