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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $18,254 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,871 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $122 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,780 | $76,112-43.8% | $96,534-55.7% | $71,511-40.2% |
| Participation rate | 91.1% | 74.4%+16.7pp | 76.0%+15.1pp | 67.9%+23.2pp |
| Annual return | 10.72% | 22.81%-12.1pp | 25.88%-15.2pp | 28.86%-18.1pp |
| Employer contribution / active EE | $911 | $2,248-59.5% | $2,965-69.3% | $2,589-64.8% |
| Participant deferral / active EE | $4,383 | $4,217+3.9% | $4,851-9.6% | $4,291+2.2% |
| Admin fee / account holder | $151 | $2,708-94.4% | $8,253-98.2% | $1,588-90.5% |