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 | $32,765 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,541 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $78,004 | $79,223-1.5% | $102,460-23.9% | $74,478+4.7% |
| Participation rate | 87.1% | 74.8%+12.3pp | 76.5%+10.6pp | 67.2%+19.9pp |
| Annual return | 10.58% | 54.98%-44.4pp | 29.47%-18.9pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $3,238 | $2,363+37.0% | $3,025+7.0% | $2,626+23.3% |
| Participant deferral / active EE | $6,439 | $4,417+45.8% | $5,056+27.3% | $4,350+48.0% |
| Admin fee / account holder | $635 | $2,003-68.3% | $9,460-93.3% | $1,946-67.3% |