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 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Float revenue | $65,005 |
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 | $33,196 | $56,503-41.2% | $70,098-52.6% | $64,814-48.8% |
| Participation rate | 95.8% | 70.5%+25.3pp | 70.5%+25.3pp | 71.5%+24.4pp |
| Annual return | -16.74% | -13.44%-3.3pp | 190.76%-207.5pp | 32.84%-49.6pp |
| Employer contribution / active EE | $3,107 | $2,046+51.8% | $2,560+21.4% | $2,507+24.0% |
| Participant deferral / active EE | $5,717 | $3,389+68.7% | $3,849+48.5% | $4,310+32.6% |
| Admin fee / account holder | $146 | $160-9.1% | $6,266-97.7% | $188-22.4% |