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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,700 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $34,241 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,817 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,284 | $56,638-43.0% | $169,385-80.9% | $74,440-56.6% |
| Participation rate | 92.0% | 67.5%+24.5pp | 77.2%+14.9pp | 70.7%+21.3pp |
| Annual return | 18.56% | 24.75%-6.2pp | 405.82%-387.3pp | 34.37%-15.8pp |
| Employer contribution / active EE | $656 | $2,027-67.6% | $4,012-83.6% | $2,638-75.1% |
| Participant deferral / active EE | $3,549 | $4,223-16.0% | $6,221-43.0% | $4,529-21.6% |
| Admin fee / account holder | $207 | $307-32.4% | $9,011-97.7% | $348-40.4% |