Filed February 18, 2020
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $82,815 |
Filed as: MML INVESTORES SERVICES INC Service code 55 · EIN 04-2746212 | Other Commissions | $15,072 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,037 | $61,338-26.6% | $149,717-69.9% | $71,495-37.0% |
| Participation rate | 96.3% | 62.5%+33.8pp | 78.8%+17.6pp | 67.9%+28.4pp |
| Annual return | 14.96% | 35.86%-20.9pp | 134.41%-119.4pp | 28.85%-13.9pp |
| Employer contribution / active EE | $2,171 | $2,381-8.8% | $4,820-55.0% | $2,589-16.2% |
| Participant deferral / active EE | $4,842 | $2,919+65.9% | $5,682-14.8% | $4,291+12.8% |
| Admin fee / account holder | $380 | $1,263-69.9% | $13,213-97.1% | $1,588-76.1% |