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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,246 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,675 | $96,956-9.6% | $69,779+25.6% | $273,972-68.0% |
| Participation rate | 68.8% | 77.1%-8.3pp | 71.8%-3.1pp | 83.0%-14.3pp |
| Annual return | 7.05% | 12.93%-5.9pp | 12.99%-5.9pp | 41.46%-34.4pp |
| Employer contribution / active EE | $3,248 | $3,316-2.0% | $2,338+38.9% | $4,869-33.3% |
| Participant deferral / active EE | $9,594 | $3,744+156.2% | $2,931+227.3% | $5,287+81.4% |
| Admin fee / account holder | $180 | $7,934-97.7% | $4,381-95.9% | $10,133-98.2% |