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 Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $127,861 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,778 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,250 | $91,710+6.0% | $67,560+43.9% | $77,762+25.1% |
| Participation rate | 98.2% | 76.0%+22.2pp | 72.9%+25.3pp | 70.6%+27.6pp |
| Annual return | 15.36% | 14.88%+0.5pp | 3533.50%-3518.1pp | 31.27%-15.9pp |
| Employer contribution / active EE | $4,300 | $3,187+34.9% | $2,737+57.1% | $2,728+57.6% |
| Participant deferral / active EE | $9,424 | $3,911+141.0% | $4,004+135.4% | $4,651+102.6% |
| Admin fee / account holder | $177 | $245-27.6% | $3,994-95.6% | $433-59.1% |