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 | $24,624 |
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $20,548 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,619 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
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 | $34,326 | $56,438-39.2% | $76,872-55.3% | $71,511-52.0% |
| Participation rate | 88.4% | 64.3%+24.1pp | 69.6%+18.8pp | 67.9%+20.4pp |
| Annual return | 15.74% | 19.05%-3.3pp | 37.90%-22.2pp | 28.86%-13.1pp |
| Employer contribution / active EE | $2,066 | $1,864+10.9% | $2,533-18.5% | $2,589-20.2% |
| Participant deferral / active EE | $3,410 | $3,136+8.7% | $3,832-11.0% | $4,291-20.5% |
| Admin fee / account holder | $236 | $1,430-83.5% | $5,476-95.7% | $1,588-85.1% |