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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49,239 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,602 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $9,471 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,302 | $65,437-30.8% | $86,698-47.7% | $66,949-32.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -14.82% | -10.91%-3.9pp | 35.96%-50.8pp | 1.57%-16.4pp |
| Employer contribution / active EE | $1,982 | $2,154-8.0% | $2,837-30.1% | $2,545-22.1% |
| Participant deferral / active EE | $4,326 | $4,102+5.5% | $4,656-7.1% | $4,239+2.1% |
| Admin fee / account holder | $215 | $642-66.5% | $7,492-97.1% | $594-63.8% |