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 | $3,248 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,999 | $43,749-1.7% | $158,223-72.8% | $65,306-34.2% |
| Participation rate | 22.6% | 56.9%-34.3pp | 79.2%-56.6pp | 57.7%-35.1pp |
| Annual return | 8.89% | 19.41%-10.5pp | 52.09%-43.2pp | 21.94%-13.0pp |
| Employer contribution / active EE | $378 | $1,497-74.7% | $4,109-90.8% | $1,967-80.8% |
| Participant deferral / active EE | $749 | $2,019-62.9% | $5,467-86.3% | $2,959-74.7% |
| Admin fee / account holder | $54 | $1,930-97.2% | $16,047-99.7% | $3,480-98.5% |