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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $4,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $355,084 | $50,151+608.0% | $149,696+137.2% | $80,157+343.0% |
| Participation rate | 0.0% | 64.3%-64.3pp | 78.8%-78.8pp | 72.9%-72.9pp |
| Annual return | 13.07% | 29.80%-16.7pp | 134.46%-121.4pp | 40.39%-27.3pp |
| Employer contribution / active EE | $4,174 | $1,867+123.6% | $4,821-13.4% | $2,977+40.2% |
| Participant deferral / active EE | $5,943 | $3,194+86.1% | $5,682+4.6% | $5,015+18.5% |
| Admin fee / account holder | $115 | $153-24.6% | $13,212-99.1% | $145-20.5% |