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 15 · EIN 84-0467907 | Recordkeeping | $100,842 |
FIDUCIENT ADVISORS LLC2 years Service code 28 · EIN 36-4001764 | Investment Management | $8,472 |
CHARLES SCHWAB & CO., INC.3 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $530 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,975 | $50,169+19.5% | $149,740-59.9% | $80,187-25.2% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.1pp |
| Annual return | 15.37% | 29.82%-14.4pp | 134.51%-119.1pp | 40.40%-25.0pp |
| Employer contribution / active EE | $0 | $1,869-100.0% | $4,821-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,683-100.0% | $5,016-100.0% |
| Admin fee / account holder | $73 | $153-52.4% | $13,222-99.5% | $145-49.9% |