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 | $14,096 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $6 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,915 | $101,653+26.8% | $147,080-12.4% | $74,459+73.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 20.34% | 8754.98%-8734.6pp | 420.17%-399.8pp | 1369.70%-1349.4pp |
| Employer contribution / active EE | $2,766 | $3,813-27.5% | $4,933-43.9% | $2,626+5.3% |
| Participant deferral / active EE | $6,221 | $7,304-14.8% | $8,066-22.9% | $4,350+43.0% |
| Admin fee / account holder | $45 | $1,752-97.4% | $12,989-99.7% | $1,945-97.7% |