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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,075 |
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 | $53,764 | $41,016+31.1% | $152,093-64.7% | $64,097-16.1% |
| Participation rate | 100.0% | 51.3%+48.7pp | 77.8%+22.2pp | 55.2%+44.8pp |
| Annual return | 7.02% | 39.60%-32.6pp | 66.36%-59.3pp | 34.64%-27.6pp |
| Employer contribution / active EE | $1,389 | $1,342+3.4% | $4,175-66.7% | $1,891-26.6% |
| Participant deferral / active EE | $3,414 | $1,927+77.1% | $5,451-37.4% | $3,080+10.8% |
| Admin fee / account holder | $7 | $2,305-99.7% | $14,497-100.0% | $3,454-99.8% |