Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $96,251 |
Filed as: FIDUCIARY PLAN PARTNERS LLC Service code 15 · EIN 81-2872393 | Recordkeeping | $60,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,707 | $113,568-54.5% | $67,560-23.5% | $200,096-74.2% |
| Participation rate | 94.0% | 73.3%+20.7pp | 72.9%+21.1pp | 72.0%+22.0pp |
| Annual return | 15.92% | 15.88%0pp | 3533.50%-3517.6pp | 34.26%-18.3pp |
| Employer contribution / active EE | $2,398 | $3,409-29.6% | $2,737-12.4% | $3,038-21.0% |
| Participant deferral / active EE | $5,476 | $4,163+31.5% | $4,004+36.8% | $5,090+7.6% |
| Admin fee / account holder | $85 | $102-16.6% | $3,994-97.9% | $269-68.3% |