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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,465 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,389 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,281 | $55,437-47.2% | $155,534-81.2% | $74,459-60.7% |
| Participation rate | 84.4% | 61.9%+22.5pp | 78.2%+6.2pp | 67.2%+17.2pp |
| Annual return | 13.52% | 269.58%-256.1pp | 64.92%-51.4pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $2,763 | $2,266+22.0% | $4,675-40.9% | $2,626+5.2% |
| Participant deferral / active EE | $5,588 | $2,837+97.0% | $5,630-0.7% | $4,350+28.5% |
| Admin fee / account holder | $163 | $1,742-90.6% | $15,900-99.0% | $1,945-91.6% |