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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,233 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,100 |
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 | $79,317 | $50,860+56.0% | $155,574-49.0% | $77,714+2.1% |
| Participation rate | 92.0% | 63.1%+28.9pp | 78.2%+13.8pp | 70.6%+21.4pp |
| Annual return | 17.35% | 34.86%-17.5pp | 64.87%-47.5pp | 31.26%-13.9pp |
| Employer contribution / active EE | $6,013 | $1,991+202.0% | $4,676+28.6% | $2,727+120.5% |
| Participant deferral / active EE | $4,967 | $2,825+75.8% | $5,629-11.8% | $4,649+6.8% |
| Admin fee / account holder | $32 | $436-92.6% | $15,914-99.8% | $433-92.6% |