Sign up free to preview peer percentile detail
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 | $26,640 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,748 | $110,483-55.0% | $145,433-65.8% | $79,634-37.5% |
| Participation rate | 98.1% | 71.1%+27.0pp | 82.1%+16.0pp | 62.5%+35.6pp |
| Annual return | 32.28% | 24.62%+7.7pp | 66.58%-34.3pp | 36.46%-4.2pp |
| Employer contribution / active EE | $43 | $4,053-98.9% | $4,554-99.0% | $2,529-98.3% |
| Participant deferral / active EE | $14,983 | $7,216+107.6% | $7,897+89.7% | $3,835+290.7% |
| Admin fee / account holder | $75 | $680-88.9% | $13,129-99.4% | $1,002-92.5% |