Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,440 |
Service code 99 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Other Fees | $16,530 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,826 | $59,448-7.8% | $93,696-41.5% | $74,459-26.4% |
| Participation rate | 78.8% | 59.6%+19.2pp | 68.7%+10.1pp | 67.2%+11.6pp |
| Annual return | 19.70% | 82.11%-62.4pp | 133.74%-114.0pp | 1369.70%-1350.0pp |
| Employer contribution / active EE | $4,219 | $1,266+233.1% | $2,422+74.2% | $2,626+60.7% |
| Participant deferral / active EE | $8,875 | $3,052+190.8% | $4,417+100.9% | $4,350+104.0% |
| Admin fee / account holder | $279 | $3,027-90.8% | $8,287-96.6% | $1,945-85.7% |