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 | $106,264+100.1% | $147,117+44.5% | $77,762+173.4% |
| Participation rate | 95.7% | 78.4%+17.2pp | 82.2%+13.5pp | 70.6%+25.1pp |
| Annual return | 14.84% | 56.94%-42.1pp | 420.54%-405.7pp | 31.27%-16.4pp |
| Employer contribution / active EE | $29,442 | $4,074+622.7% | $4,932+496.9% | $2,728+979.2% |
| Participant deferral / active EE | $16,973 | $8,003+112.1% | $8,065+110.5% | $4,651+265.0% |
| Admin fee / account holder | $287 | $334-14.3% | $12,993-97.8% | $433-33.8% |