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 | $62,547 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $59,388 |
Filed as: FIDUCIARY ADVISORS INC Service code 27 12813 FLUSHING MEADOWS DR · ST LOUIS, MO 63131 | Advisory (Plan) | $29,949 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,967 | $69,823+56.1% | $76,902+41.7% | $74,473+46.3% |
| Participation rate | 98.9% | 70.0%+28.9pp | 69.6%+29.3pp | 70.7%+28.1pp |
| Annual return | 18.75% | 19.99%-1.2pp | 37.91%-19.2pp | 34.36%-15.6pp |
| Employer contribution / active EE | $4,270 | $2,148+98.8% | $2,534+68.5% | $2,638+61.8% |
| Participant deferral / active EE | $8,914 | $3,558+150.6% | $3,833+132.5% | $4,530+96.8% |
| Admin fee / account holder | $237 | $398-40.4% | $5,479-95.7% | $347-31.7% |