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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,710 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,000 |
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 | $69,520 | $87,106-20.2% | $105,607-34.2% | $80,935-14.1% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.3%+4.7pp | 67.7%+12.3pp |
| Annual return | 14.58% | 17.01%-2.4pp | 116.11%-101.5pp | 35.66%-21.1pp |
| Employer contribution / active EE | $10,581 | $2,396+341.6% | $3,167+234.1% | $2,757+283.8% |
| Participant deferral / active EE | $33,310 | $3,986+735.7% | $5,011+564.7% | $4,299+674.7% |
| Admin fee / account holder | $289 | $8,447-96.6% | $10,958-97.4% | $6,924-95.8% |