Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $190,234 |
MMA SECURITIES LLC9+ years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $95,929 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,038 | $92,076+120.5% | $105,608+92.3% | $77,714+161.3% |
| Participation rate | 98.7% | 81.0%+17.7pp | 75.3%+23.4pp | 70.6%+28.1pp |
| Annual return | 15.30% | 17.84%-2.5pp | 116.50%-101.2pp | 31.26%-16.0pp |
| Employer contribution / active EE | $8,297 | $3,370+146.2% | $3,167+162.0% | $2,727+204.3% |
| Participant deferral / active EE | $14,526 | $5,390+169.5% | $5,010+190.0% | $4,649+212.4% |
| Admin fee / account holder | $427 | $219+94.8% | $11,028-96.1% | $433-1.6% |