Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 55 2801 HWY 280 S · BIRMINGHAM, AL 35223 | Other Commissions | $57,202 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,685 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,656 |
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 | $30,812 | $82,163-62.5% | $125,363-75.4% | $64,814-52.5% |
| Participation rate | 78.6% | 77.9%+0.7pp | 82.4%-3.8pp | 71.5%+7.1pp |
| Annual return | 6.66% | 3.49%+3.2pp | 572.15%-565.5pp | 32.84%-26.2pp |
| Employer contribution / active EE | $3,900 | $3,616+7.8% | $4,815-19.0% | $2,507+55.6% |
| Participant deferral / active EE | $7,839 | $7,175+9.3% | $7,447+5.3% | $4,310+81.8% |
| Admin fee / account holder | $103 | $163-36.9% | $10,005-99.0% | $188-45.2% |