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 | $7,998 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $505,972 | $82,188+515.6% | $125,391+303.5% | $64,824+680.5% |
| Participation rate | 93.3% | 77.9%+15.4pp | 82.4%+10.9pp | 71.5%+21.9pp |
| Annual return | -19.92% | 3.50%-23.4pp | 572.41%-592.3pp | 32.84%-52.8pp |
| Employer contribution / active EE | $15,749 | $3,617+335.4% | $4,816+227.0% | $2,507+528.2% |
| Participant deferral / active EE | $12,136 | $7,177+69.1% | $7,448+62.9% | $4,311+181.5% |
| Admin fee / account holder | $27 | $163-83.7% | $10,009-99.7% | $188-85.8% |