Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $94,575 |
Filed as: CHARLES SCHWAB & CO., IN Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,062 | $82,678+151.7% | $125,391+65.9% | $68,490+203.8% |
| Participation rate | 93.0% | 75.1%+18.0pp | 82.4%+10.6pp | 67.9%+25.1pp |
| Annual return | -14.00% | -5.97%-8.0pp | 572.41%-586.4pp | -7.85%-6.1pp |
| Employer contribution / active EE | $5,457 | $3,382+61.3% | $4,816+13.3% | $2,597+110.1% |
| Participant deferral / active EE | $8,260 | $6,111+35.1% | $7,448+10.9% | $4,028+105.1% |
| Admin fee / account holder | $631 | $6,277-90.0% | $10,009-93.7% | $5,403-88.3% |