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 | $7,756 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,458 | $72,620-42.9% | $90,760-54.3% | $66,938-38.1% |
| Participation rate | 53.7% | 73.7%-20.0pp | 75.7%-22.0pp | 69.8%-16.1pp |
| Annual return | -17.04% | -12.28%-4.8pp | -12.16%-4.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $532 | $2,369-77.6% | $2,922-81.8% | $2,545-79.1% |
| Participant deferral / active EE | $2,564 | $3,979-35.6% | $4,565-43.8% | $4,238-39.5% |
| Admin fee / account holder | $111 | $707-84.3% | $8,444-98.7% | $594-81.3% |