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 Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $220,196 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $26,357 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT LLC Service code 10 2500 ACTON RD · BIRMINGHAM, AL 35243 | Accounting | $12,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,122 | $122,128-45.0% | $147,117-54.4% | $200,096-66.5% |
| Participation rate | 96.5% | 78.2%+18.4pp | 82.2%+14.3pp | 72.0%+24.5pp |
| Annual return | 14.64% | 30.58%-15.9pp | 420.54%-405.9pp | 34.26%-19.6pp |
| Employer contribution / active EE | $2,765 | $4,093-32.4% | $4,932-43.9% | $3,038-9.0% |
| Participant deferral / active EE | $5,208 | $8,484-38.6% | $8,065-35.4% | $5,090+2.3% |
| Admin fee / account holder | $176 | $180-2.1% | $12,993-98.6% | $269-34.7% |