Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,517 |
Service code 27 5905 E GALBRAITH RD STE 9000 · CINCINNATI, OH 45236 | Advisory (Plan) | $15,368 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,237 | $52,188-90.0% | $86,617-94.0% | $74,440-93.0% |
| Participation rate | 62.0% | 66.3%-4.3pp | 71.7%-9.7pp | 70.7%-8.7pp |
| Annual return | 28.30% | 44.46%-16.2pp | 591.91%-563.6pp | 34.37%-6.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,023-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,484 | $3,383-56.1% | $4,437-66.6% | $4,529-67.2% |
| Admin fee / account holder | $60 | $319-81.3% | $5,613-98.9% | $348-82.9% |