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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,469 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,511 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,797 | $78,607+0.2% | $105,624-25.4% | $74,478+5.8% |
| Participation rate | 73.6% | 72.8%+0.8pp | 75.3%-1.7pp | 67.2%+6.4pp |
| Annual return | 15.42% | 15.96%-0.5pp | 116.20%-100.8pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $1,385 | $2,523-45.1% | $3,168-56.3% | $2,626-47.3% |
| Participant deferral / active EE | $5,785 | $4,325+33.8% | $5,013+15.4% | $4,350+33.0% |
| Admin fee / account holder | $390 | $2,220-82.4% | $10,961-96.4% | $1,946-79.9% |