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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, NY 80111 | Recordkeeping Fees | $194,849 |
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 | $318,255 | $122,128+160.6% | $147,117+116.3% | $200,096+59.1% |
| Participation rate | 91.7% | 78.2%+13.5pp | 82.2%+9.5pp | 72.0%+19.7pp |
| Annual return | 16.26% | 30.58%-14.3pp | 420.54%-404.3pp | 34.26%-18.0pp |
| Employer contribution / active EE | $5,571 | $4,093+36.1% | $4,932+12.9% | $3,038+83.4% |
| Participant deferral / active EE | $15,217 | $8,484+79.4% | $8,065+88.7% | $5,090+199.0% |
| Admin fee / account holder | $42 | $180-76.4% | $12,993-99.7% | $269-84.3% |