Sign up free to preview peer percentile detail
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 | $7,408 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $108 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,534 | $91,474-44.8% | $135,982-62.8% | $71,529-29.4% |
| Participation rate | 72.8% | 75.7%-2.9pp | 81.9%-9.1pp | 67.9%+4.9pp |
| Annual return | 0.00% | 29.89%-29.9pp | 68.32%-68.3pp | 28.97%-29.0pp |
| Employer contribution / active EE | $3,974 | $3,705+7.3% | $4,859-18.2% | $2,590+53.5% |
| Participant deferral / active EE | $7,084 | $7,095-0.2% | $7,760-8.7% | $4,291+65.1% |
| Admin fee / account holder | $57 | $1,267-95.5% | $10,767-99.5% | $1,588-96.4% |