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 Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $6,487 |
Service code 13 · EIN 38-3220894 | Contract Administrator | $5,913 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,634 | $102,429-75.0% | $147,096-82.6% | $80,925-68.3% |
| Participation rate | 65.2% | 75.9%-10.6pp | 82.2%-17.0pp | 67.7%-2.4pp |
| Annual return | 15.16% | 135.02%-119.9pp | 419.75%-404.6pp | 35.65%-20.5pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,776 | $6,649-13.1% | $8,071-28.4% | $4,299+34.4% |
| Admin fee / account holder | $210 | $7,957-97.4% | $13,005-98.4% | $6,940-97.0% |