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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,238 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $10,583 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,576 | $73,149-62.3% | $120,574-77.1% | $77,736-64.5% |
| Participation rate | 25.0% | 55.2%-30.2pp | 71.9%-47.0pp | 70.6%-45.6pp |
| Annual return | 14.19% | 18.24%-4.1pp | 107.42%-93.2pp | 31.26%-17.1pp |
| Employer contribution / active EE | $885 | $1,793-50.7% | $3,471-74.5% | $2,728-67.6% |
| Participant deferral / active EE | $1,594 | $3,006-47.0% | $4,996-68.1% | $4,651-65.7% |
| Admin fee / account holder | $163 | $660-75.3% | $9,445-98.3% | $433-62.4% |