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 | $35,526 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $37,328 | $112,686-66.9% | $170,028-78.0% | $80,149-53.4% |
| Participation rate | 92.9% | 87.4%+5.5pp | 87.0%+5.9pp | 72.9%+20.0pp |
| Annual return | 39.50% | 67.04%-27.5pp | 53.39%-13.9pp | 40.39%-0.9pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $6,788-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $8,863 | $7,876+12.5% | $10,409-14.8% | $5,015+76.7% |
| Admin fee / account holder | $9 | $99-90.4% | $12,820-99.9% | $145-93.5% |