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 | $145,964 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $27,608 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $702 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,475 | $82,979-4.2% | $102,412-22.4% | $77,736+2.2% |
| Participation rate | 96.6% | 71.5%+25.0pp | 74.5%+22.0pp | 70.6%+26.0pp |
| Annual return | 12.14% | 19.11%-7.0pp | 24.94%-12.8pp | 31.26%-19.1pp |
| Employer contribution / active EE | $505 | $3,554-85.8% | $3,870-87.0% | $2,728-81.5% |
| Participant deferral / active EE | $5,627 | $4,109+37.0% | $5,060+11.2% | $4,651+21.0% |
| Admin fee / account holder | $408 | $639-36.2% | $8,388-95.1% | $433-5.9% |