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 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $28,370 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,638 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,757 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,537 | $76,696-9.3% | $96,538-28.0% | $71,529-2.8% |
| Participation rate | 97.2% | 66.6%+30.6pp | 74.3%+22.8pp | 67.9%+29.2pp |
| Annual return | 21.18% | 48.32%-27.1pp | 35.74%-14.6pp | 28.97%-7.8pp |
| Employer contribution / active EE | $2,366 | $3,032-21.9% | $3,740-36.7% | $2,590-8.6% |
| Participant deferral / active EE | $7,088 | $3,770+88.0% | $4,880+45.2% | $4,291+65.2% |
| Admin fee / account holder | $228 | $2,030-88.8% | $6,737-96.6% | $1,588-85.6% |