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 | $75,443 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $19,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,476 | $29,525+60.8% | $56,033-15.3% | $77,736-38.9% |
| Participation rate | 50.2% | 32.7%+17.6pp | 52.5%-2.3pp | 70.6%-20.4pp |
| Annual return | 11.09% | 18.90%-7.8pp | 1711.38%-1700.3pp | 31.26%-20.2pp |
| Employer contribution / active EE | $587 | $569+3.2% | $1,041-43.6% | $2,728-78.5% |
| Participant deferral / active EE | $1,895 | $1,062+78.5% | $1,954-3.0% | $4,651-59.3% |
| Admin fee / account holder | $121 | $1,040-88.4% | $2,827-95.7% | $433-72.2% |