Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,322 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $22,594 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,376 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,558 | $50,919-32.1% | $155,556-77.8% | $77,762-55.6% |
| Participation rate | 98.2% | 63.1%+35.1pp | 78.2%+20.0pp | 70.6%+27.6pp |
| Annual return | 14.27% | 34.84%-20.6pp | 64.84%-50.6pp | 31.27%-17.0pp |
| Employer contribution / active EE | $2,626 | $1,991+31.8% | $4,675-43.8% | $2,728-3.8% |
| Participant deferral / active EE | $3,938 | $2,824+39.4% | $5,631-30.1% | $4,651-15.3% |
| Admin fee / account holder | $206 | $437-52.9% | $15,885-98.7% | $433-52.5% |