Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $37,771 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,750 | $79,169-52.3% | $100,415-62.4% | $74,478-49.3% |
| Participation rate | 52.3% | 79.4%-27.1pp | 81.5%-29.2pp | 67.2%-14.9pp |
| Annual return | 18.44% | 20.51%-2.1pp | 49.47%-31.0pp | 1370.56%-1352.1pp |
| Employer contribution / active EE | $1,614 | $3,017-46.5% | $3,943-59.1% | $2,626-38.5% |
| Participant deferral / active EE | $4,767 | $7,751-38.5% | $8,091-41.1% | $4,350+9.6% |
| Admin fee / account holder | $415 | $1,337-68.9% | $7,906-94.7% | $1,946-78.7% |