Filed January 27, 2026
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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,464 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $18,817 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,041 | $65,582+0.7% | $64,097+3.0% | $71,529-7.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 17.08% | 18.96%-1.9pp | 33.75%-16.7pp | 28.97%-11.9pp |
| Employer contribution / active EE | $1,924 | $2,671-27.9% | $2,750-30.0% | $2,590-25.7% |
| Participant deferral / active EE | $5,748 | $3,628+58.4% | $3,881+48.1% | $4,291+33.9% |
| Admin fee / account holder | $107 | $616-82.6% | $3,070-96.5% | $1,588-93.3% |