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 | $56,189 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,223 | $80,763+95.9% | $102,412+54.5% | $74,459+112.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 16.99% | 27.57%-10.6pp | 24.94%-7.9pp | 1369.70%-1352.7pp |
| Employer contribution / active EE | $6,346 | $3,160+100.8% | $3,870+64.0% | $2,626+141.7% |
| Participant deferral / active EE | $9,799 | $3,862+153.8% | $5,060+93.7% | $4,350+125.3% |
| Admin fee / account holder | $192 | $2,371-91.9% | $8,388-97.7% | $1,945-90.1% |