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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,553 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $20,338 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,798 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,746 | $54,717-27.4% | $86,216-53.9% | $71,511-44.4% |
| Participation rate | 75.0% | 60.1%+14.9pp | 69.0%+6.0pp | 67.9%+7.1pp |
| Annual return | 21.20% | 20.07%+1.1pp | 1169.42%-1148.2pp | 28.86%-7.7pp |
| Employer contribution / active EE | $3,687 | $1,267+191.0% | $2,382+54.8% | $2,589+42.4% |
| Participant deferral / active EE | $7,299 | $3,110+134.7% | $3,986+83.1% | $4,291+70.1% |
| Admin fee / account holder | $214 | $1,922-88.9% | $6,853-96.9% | $1,588-86.5% |