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 | $18,608 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $17,287 |
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 | $132,889 | $55,470+139.6% | $155,556-14.6% | $74,478+78.4% |
| Participation rate | 98.6% | 61.9%+36.7pp | 78.2%+20.3pp | 67.2%+31.3pp |
| Annual return | 14.43% | 269.80%-255.4pp | 64.84%-50.4pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $3,571 | $2,267+57.6% | $4,675-23.6% | $2,626+36.0% |
| Participant deferral / active EE | $5,818 | $2,838+105.0% | $5,631+3.3% | $4,350+33.7% |
| Admin fee / account holder | $128 | $1,744-92.7% | $15,885-99.2% | $1,946-93.4% |