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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,655 |
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 | $87,491 | $89,054-1.8% | $102,457-14.6% | $77,692+12.6% |
| Participation rate | 95.0% | 80.9%+14.1pp | 76.5%+18.5pp | 70.6%+24.4pp |
| Annual return | 16.08% | 25.02%-8.9pp | 29.41%-13.3pp | 31.25%-15.2pp |
| Employer contribution / active EE | $2,643 | $2,698-2.0% | $3,022-12.5% | $2,726-3.1% |
| Participant deferral / active EE | $14,335 | $5,146+178.6% | $5,054+183.6% | $4,648+208.4% |
| Admin fee / account holder | $89 | $236-62.2% | $9,451-99.1% | $431-79.3% |