Filed November 15, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $27,255 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $11,208 |
Service code 55 2121 AVE OF THE STARS STE 1600 · LOS ANGELES, CA 90067 | Other Commissions | $6,638 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,004 | $101,653-49.8% | $147,080-65.3% | $74,459-31.5% |
| Participation rate | 82.9% | 75.6%+7.3pp | 82.2%+0.7pp | 67.2%+15.6pp |
| Annual return | 15.53% | 8754.98%-8739.4pp | 420.17%-404.6pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $3,576 | $3,813-6.2% | $4,933-27.5% | $2,626+36.2% |
| Participant deferral / active EE | $7,755 | $7,304+6.2% | $8,066-3.9% | $4,350+78.3% |
| Admin fee / account holder | $161 | $1,752-90.8% | $12,989-98.8% | $1,945-91.7% |