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 | $87,037-20.1% | $106,201-34.5% | $80,874-14.0% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.3%+4.7pp | 67.6%+12.4pp |
| Annual return | 14.58% | 17.05%-2.5pp | 116.26%-101.7pp | 35.62%-21.0pp |
| Employer contribution / active EE | $10,581 | $2,396+341.6% | $3,170+233.8% | $2,756+284.0% |
| Participant deferral / active EE | $33,310 | $3,986+735.6% | $5,012+564.6% | $4,297+675.2% |
| Admin fee / account holder | $289 | $8,434-96.6% | $11,039-97.4% | $6,935-95.8% |