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 | $203,094 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $40,734 |
HANCOCK ASKEW & CO., LLP4 years Service code 10 100 RIVERVIEW DRIVE · SAVANNAH, GA 31404 | Accounting | $16,800 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,494 | $110,282-77.8% | $102,434-76.1% | $199,960-87.8% |
| Participation rate | 94.7% | 86.3%+8.4pp | 76.5%+18.2pp | 72.0%+22.7pp |
| Annual return | 15.35% | 35.75%-20.4pp | 29.46%-14.1pp | 34.28%-18.9pp |
| Employer contribution / active EE | $1,267 | $3,603-64.8% | $3,023-58.1% | $3,036-58.3% |
| Participant deferral / active EE | $3,911 | $6,376-38.7% | $5,055-22.6% | $5,087-23.1% |
| Admin fee / account holder | $149 | $122+22.0% | $9,462-98.4% | $269-44.6% |