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 | $30,587 |
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $25,676 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,355 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,404 | $62,177-36.6% | $81,370-51.6% | $74,478-47.1% |
| Participation rate | 78.1% | 64.1%+14.0pp | 69.5%+8.6pp | 67.2%+10.9pp |
| Annual return | 13.02% | 16.62%-3.6pp | 24.85%-11.8pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $1,797 | $1,881-4.5% | $2,464-27.1% | $2,626-31.6% |
| Participant deferral / active EE | $3,030 | $3,219-5.9% | $3,885-22.0% | $4,350-30.3% |
| Admin fee / account holder | $258 | $1,927-86.6% | $5,749-95.5% | $1,946-86.7% |