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, CO 80111 | Recordkeeping Fees | $24,120 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,559 | $58,311+62.2% | $81,882+15.5% | $80,959+16.8% |
| Participation rate | 98.9% | 63.5%+35.4pp | 72.4%+26.5pp | 67.7%+31.2pp |
| Annual return | 15.18% | 41.85%-26.7pp | 779.47%-764.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $3,525 | $2,347+50.2% | $2,916+20.9% | $2,757+27.9% |
| Participant deferral / active EE | $8,716 | $3,287+165.2% | $4,323+101.6% | $4,300+102.7% |
| Admin fee / account holder | $122 | $4,752-97.4% | $7,360-98.3% | $6,925-98.2% |