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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $40,751 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,309 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,569 | $73,459+39.6% | $178,528-42.5% | $74,429+37.8% |
| Participation rate | 86.4% | 66.5%+19.9pp | 77.1%+9.3pp | 67.2%+19.2pp |
| Annual return | 16.26% | 17.50%-1.2pp | 27.11%-10.9pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $7,265 | $2,219+227.4% | $3,950+83.9% | $2,625+176.8% |
| Participant deferral / active EE | $11,025 | $4,515+144.2% | $6,278+75.6% | $4,348+153.5% |
| Admin fee / account holder | $401 | $1,812-77.8% | $10,419-96.1% | $1,944-79.4% |