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 | $40,593 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $892 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,440 | $53,344-11.1% | $121,169-60.8% | $74,440-36.3% |
| Participation rate | 44.4% | 60.0%-15.5pp | 69.5%-25.1pp | 70.7%-26.3pp |
| Annual return | 15.63% | 35.15%-19.5pp | 986.71%-971.1pp | 34.37%-18.7pp |
| Employer contribution / active EE | $661 | $1,898-65.2% | $4,168-84.2% | $2,638-75.0% |
| Participant deferral / active EE | $2,162 | $3,221-32.9% | $4,083-47.0% | $4,529-52.3% |
| Admin fee / account holder | $188 | $382-50.7% | $5,645-96.7% | $348-45.8% |