Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,567 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,962 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $11,645 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,409 | $36,707+53.7% | $69,632-19.0% | $77,762-27.5% |
| Participation rate | 76.5% | 64.1%+12.5pp | 66.4%+10.1pp | 70.6%+5.9pp |
| Annual return | 36.13% | 39.03%-2.9pp | 101.32%-65.2pp | 31.27%+4.9pp |
| Employer contribution / active EE | $3,066 | $1,236+148.1% | $1,708+79.5% | $2,728+12.4% |
| Participant deferral / active EE | $9,181 | $2,710+238.8% | $2,889+217.8% | $4,651+97.4% |
| Admin fee / account holder | $202 | $510-60.3% | $4,695-95.7% | $433-53.3% |