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 CO. Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,597 |
CORNERSTONE PLANNING GROUP4 years Filed as: CORNER STONE PLANNING Service code 27 · EIN 20-8315014 | Advisory (Plan) | $25,231 |
Service code 13 · EIN 22-2755716 | Contract Administrator | $15,912 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,596 | $86,795-62.4% | $67,681-51.8% | $64,728-49.6% |
| Participation rate | 70.7% | 71.7%-0.9pp | 73.7%-3.0pp | 57.9%+12.8pp |
| Annual return | 11.94% | 12.58%-0.6pp | 590.58%-578.6pp | 49.38%-37.4pp |
| Employer contribution / active EE | $2,776 | $2,837-2.2% | $2,678+3.6% | $2,243+23.8% |
| Participant deferral / active EE | $1,939 | $3,430-43.5% | $3,976-51.2% | $2,729-29.0% |
| Admin fee / account holder | $163 | $238-31.5% | $6,100-97.3% | $1,145-85.7% |