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 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $31,213 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,618 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,929 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,959 | $79,189-4.1% | $102,457-25.9% | $74,400+2.1% |
| Participation rate | 97.6% | 74.8%+22.9pp | 76.5%+21.1pp | 67.2%+30.4pp |
| Annual return | 14.58% | 54.98%-40.4pp | 29.41%-14.8pp | 1367.51%-1352.9pp |
| Employer contribution / active EE | $3,262 | $2,362+38.1% | $3,022+7.9% | $2,624+24.3% |
| Participant deferral / active EE | $6,361 | $4,415+44.1% | $5,054+25.9% | $4,348+46.3% |
| Admin fee / account holder | $215 | $2,002-89.3% | $9,451-97.7% | $1,944-88.9% |