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 26 · EIN 71-0294708 | Advisory (Participants) | $102,890 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $212,629 | $106,110+100.4% | $147,005+44.6% | $77,671+173.8% |
| Participation rate | 95.7% | 78.4%+17.3pp | 82.2%+13.5pp | 70.6%+25.1pp |
| Annual return | 14.84% | 56.77%-41.9pp | 418.76%-403.9pp | 31.21%-16.4pp |
| Employer contribution / active EE | $29,442 | $4,065+624.3% | $4,934+496.7% | $2,726+979.9% |
| Participant deferral / active EE | $16,973 | $7,992+112.4% | $8,070+110.3% | $4,648+265.2% |
| Admin fee / account holder | $287 | $338-15.1% | $13,006-97.8% | $430-33.4% |