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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,005 | $88,137+16.9% | $164,975-37.6% | $74,429+38.4% |
| Participation rate | 58.2% | 73.1%-15.0pp | 78.6%-20.5pp | 67.2%-9.1pp |
| Annual return | 11.31% | 17.13%-5.8pp | 70.12%-58.8pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $1,976 | $2,597-23.9% | $4,343-54.5% | $2,625-24.7% |
| Participant deferral / active EE | $7,026 | $4,501+56.1% | $6,033+16.5% | $4,348+61.6% |
| Admin fee / account holder | $208 | $2,231-90.7% | $12,688-98.4% | $1,944-89.3% |