Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,557 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 | Contract Administrator | $6,708 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,959 | $24,811+351.2% | $69,701+60.6% | $74,546+50.2% |
| Participation rate | 99.2% | 63.5%+35.7pp | 66.4%+32.8pp | 67.2%+32.0pp |
| Annual return | 16.55% | 18.53%-2.0pp | 100.32%-83.8pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $7,204 | $1,003+618.6% | $1,713+320.5% | $2,624+174.5% |
| Participant deferral / active EE | $11,181 | $1,904+487.1% | $2,887+287.3% | $4,347+157.2% |
| Admin fee / account holder | $110 | $1,898-94.2% | $4,717-97.7% | $1,944-94.3% |