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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,220 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $40,000 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,198 | $58,320+215.8% | $86,438+113.1% | $66,938+175.2% |
| Participation rate | 98.5% | 78.6%+19.9pp | 80.3%+18.2pp | 69.8%+28.7pp |
| Annual return | -15.80% | -9.71%-6.1pp | 4397.19%-4413.0pp | 1.58%-17.4pp |
| Employer contribution / active EE | $8,821 | $2,615+237.3% | $3,769+134.0% | $2,545+246.6% |
| Participant deferral / active EE | $14,561 | $6,899+111.1% | $6,952+109.4% | $4,238+243.6% |
| Admin fee / account holder | $374 | $546-31.5% | $6,733-94.4% | $594-37.0% |