Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,551 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,127 | $54,717-81.5% | $86,209-88.3% | $71,495-85.8% |
| Participation rate | 93.6% | 60.1%+33.5pp | 69.0%+24.6pp | 67.9%+25.6pp |
| Annual return | 33.12% | 20.07%+13.1pp | 1169.05%-1135.9pp | 28.85%+4.3pp |
| Employer contribution / active EE | $361 | $1,267-71.5% | $2,381-84.9% | $2,589-86.1% |
| Participant deferral / active EE | $3,843 | $3,110+23.6% | $3,986-3.6% | $4,291-10.4% |
| Admin fee / account holder | $52 | $1,922-97.3% | $6,853-99.2% | $1,588-96.7% |