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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $201,646 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $65,000 |
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 | $148,536 | $122,128+21.6% | $147,117+1.0% | $200,096-25.8% |
| Participation rate | 74.6% | 78.2%-3.6pp | 82.2%-7.6pp | 72.0%+2.6pp |
| Annual return | 15.38% | 30.58%-15.2pp | 420.54%-405.2pp | 34.26%-18.9pp |
| Employer contribution / active EE | $2,307 | $4,093-43.6% | $4,932-53.2% | $3,038-24.0% |
| Participant deferral / active EE | $9,998 | $8,484+17.8% | $8,065+24.0% | $5,090+96.4% |
| Admin fee / account holder | $169 | $180-5.7% | $12,993-98.7% | $269-37.2% |