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 15 · EIN 84-0467907 | Recordkeeping | $49,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $34,156 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $42 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,572 | $81,948+25.2% | $90,767+13.0% | $64,829+58.2% |
| Participation rate | 95.7% | 80.5%+15.2pp | 75.7%+20.0pp | 71.5%+24.2pp |
| Annual return | -13.69% | -12.53%-1.2pp | -12.16%-1.5pp | 32.85%-46.5pp |
| Employer contribution / active EE | $4,860 | $3,067+58.4% | $2,922+66.3% | $2,507+93.9% |
| Participant deferral / active EE | $6,676 | $4,844+37.8% | $4,565+46.2% | $4,312+54.8% |
| Admin fee / account holder | $149 | $157-5.0% | $8,445-98.2% | $188-20.6% |