Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $59,977 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $32,103 |
MANN ASSOCIATES, INC.3 years Filed as: MANN EYE CENTER PA Service code 99 2316 TIMBER SHADOWS DR STE 208 · KINGWOOD, TX 77339 | Other Fees | $10,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $672 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,605 | $42,909+59.9% | $152,093-54.9% | $71,012-3.4% |
| Participation rate | 94.5% | 54.7%+39.8pp | 77.8%+16.7pp | 58.6%+35.9pp |
| Annual return | 17.55% | 30.57%-13.0pp | 66.36%-48.8pp | 37.67%-20.1pp |
| Employer contribution / active EE | $1,781 | $1,369+30.1% | $4,175-57.3% | $2,348-24.2% |
| Participant deferral / active EE | $4,417 | $1,904+132.0% | $5,451-19.0% | $3,246+36.1% |
| Admin fee / account holder | $252 | $1,014-75.1% | $14,497-98.3% | $1,167-78.4% |