Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,780 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $14,665 |
EJREYNOLDS, INC.2 years Service code 13 · EIN 59-2265857 PO BOX 840256 · PEMBROKE PINES, FL 33084 | Contract Administrator | $3,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,289 | $50,919-46.4% | $155,556-82.5% | $77,762-64.9% |
| Participation rate | 28.9% | 63.1%-34.2pp | 78.2%-49.4pp | 70.6%-41.7pp |
| Annual return | 21.75% | 34.84%-13.1pp | 64.84%-43.1pp | 31.27%-9.5pp |
| Employer contribution / active EE | $330 | $1,991-83.4% | $4,675-92.9% | $2,728-87.9% |
| Participant deferral / active EE | $2,300 | $2,824-18.6% | $5,631-59.1% | $4,651-50.5% |
| Admin fee / account holder | $209 | $437-52.1% | $15,885-98.7% | $433-51.7% |