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 | $26,827 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,538 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,078 | $73,459-45.4% | $178,449-77.5% | $74,400-46.1% |
| Participation rate | 97.3% | 66.6%+30.7pp | 77.1%+20.2pp | 67.2%+30.1pp |
| Annual return | 11.77% | 17.50%-5.7pp | 27.09%-15.3pp | 1367.51%-1355.7pp |
| Employer contribution / active EE | $1,753 | $2,219-21.0% | $3,951-55.6% | $2,624-33.2% |
| Participant deferral / active EE | $3,884 | $4,515-14.0% | $6,277-38.1% | $4,348-10.7% |
| Admin fee / account holder | $170 | $1,812-90.6% | $10,362-98.4% | $1,944-91.2% |