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 | $29,332 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,950 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $113,611 | $51,878+119.0% | $68,368+66.2% | $79,634+42.7% |
| Participation rate | 98.8% | 53.7%+45.1pp | 73.8%+25.1pp | 62.5%+36.3pp |
| Annual return | 15.30% | 137.43%-122.1pp | 292.57%-277.3pp | 36.46%-21.2pp |
| Employer contribution / active EE | $1,758 | $1,931-9.0% | $2,649-33.6% | $2,529-30.5% |
| Participant deferral / active EE | $6,144 | $2,577+138.4% | $4,123+49.0% | $3,835+60.2% |
| Admin fee / account holder | $156 | $942-83.5% | $5,150-97.0% | $1,002-84.4% |