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 Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $368,812 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $100,355 |
CLIFTONLARSONALLEN LLP1 year Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $44,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,109 | $52,172-5.9% | $56,033-12.4% | $106,553-53.9% |
| Participation rate | 20.4% | 32.5%-12.1pp | 52.5%-32.1pp | 69.8%-49.4pp |
| Annual return | 14.30% | 17.21%-2.9pp | 1711.38%-1697.1pp | 17.37%-3.1pp |
| Employer contribution / active EE | $101 | $613-83.5% | $1,041-90.3% | $3,359-97.0% |
| Participant deferral / active EE | $892 | $1,424-37.4% | $1,954-54.4% | $5,562-84.0% |
| Admin fee / account holder | $169 | $90+86.6% | $2,827-94.0% | $80+112.0% |