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 |
|---|---|---|
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $47,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,896 | $84,784-14.0% | $98,450-26.0% | $74,440-2.1% |
| Participation rate | 98.3% | 81.5%+16.8pp | 75.2%+23.2pp | 70.7%+27.6pp |
| Annual return | 14.65% | 20.59%-5.9pp | 21.16%-6.5pp | 34.37%-19.7pp |
| Employer contribution / active EE | $3,570 | $3,364+6.1% | $3,049+17.1% | $2,638+35.3% |
| Participant deferral / active EE | $4,281 | $5,218-18.0% | $4,739-9.7% | $4,529-5.5% |
| Admin fee / account holder | $109 | $204-46.5% | $8,961-98.8% | $348-68.6% |