Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $54,580 |
WINTRUST INVESTMENTS LLC3 years Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $38,507 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,560 | $58,859-0.5% | $129,397-54.7% | $77,714-24.6% |
| Participation rate | 96.2% | 59.3%+36.9pp | 69.6%+26.6pp | 70.6%+25.6pp |
| Annual return | 20.09% | 24.74%-4.7pp | 9453.98%-9433.9pp | 31.26%-11.2pp |
| Employer contribution / active EE | $4,879 | $1,952+149.9% | $4,154+17.4% | $2,727+78.9% |
| Participant deferral / active EE | $8,639 | $3,215+168.7% | $4,167+107.3% | $4,649+85.8% |
| Admin fee / account holder | $239 | $591-59.6% | $7,679-96.9% | $433-44.9% |