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 | $42,007 |
UBS FINANCIAL SERVICES INC3 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $35,930 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,813 | $72,303-36.6% | $86,698-47.2% | $64,824-29.3% |
| Participation rate | 92.0% | 80.4%+11.5pp | 76.6%+15.4pp | 71.5%+20.5pp |
| Annual return | -14.92% | 392.77%-407.7pp | 35.96%-50.9pp | 32.84%-47.8pp |
| Employer contribution / active EE | $1,335 | $2,393-44.2% | $2,837-52.9% | $2,507-46.8% |
| Participant deferral / active EE | $3,583 | $4,660-23.1% | $4,656-23.0% | $4,311-16.9% |
| Admin fee / account holder | $223 | $174+27.9% | $7,492-97.0% | $188+18.5% |