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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,211 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,600 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,397 | $50,106+72.4% | $69,779+23.8% | $57,658+49.8% |
| Participation rate | 90.9% | 70.9%+20.1pp | 71.8%+19.1pp | 70.2%+20.7pp |
| Annual return | 7.87% | 14.58%-6.7pp | 12.99%-5.1pp | 5.13%+2.7pp |
| Employer contribution / active EE | $2,997 | $1,739+72.3% | $2,338+28.2% | $1,974+51.8% |
| Participant deferral / active EE | $5,414 | $2,486+117.8% | $2,931+84.7% | $3,061+76.9% |
| Admin fee / account holder | $20 | $89-77.5% | $4,381-99.5% | $95-78.8% |