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 | $51,093 |
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $36,488 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,907 | $82,163-33.2% | $125,363-56.2% | $64,814-15.3% |
| Participation rate | 90.2% | 77.9%+12.3pp | 82.4%+7.8pp | 71.5%+18.7pp |
| Annual return | -17.09% | 3.49%-20.6pp | 572.15%-589.2pp | 32.84%-49.9pp |
| Employer contribution / active EE | $2,583 | $3,616-28.6% | $4,815-46.4% | $2,507+3.0% |
| Participant deferral / active EE | $6,790 | $7,175-5.4% | $7,447-8.8% | $4,310+57.5% |
| Admin fee / account holder | $257 | $163+57.2% | $10,005-97.4% | $188+36.6% |