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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $28,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,738 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,665 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,701 | $86,919+42.3% | $102,457+20.7% | $80,911+52.9% |
| Participation rate | 97.7% | 72.4%+25.3pp | 76.5%+21.2pp | 67.6%+30.1pp |
| Annual return | 11.55% | 18.90%-7.4pp | 29.41%-17.9pp | 35.63%-24.1pp |
| Employer contribution / active EE | $1,730 | $2,368-27.0% | $3,022-42.8% | $2,756-37.2% |
| Participant deferral / active EE | $8,354 | $4,119+102.8% | $5,054+65.3% | $4,297+94.4% |
| Admin fee / account holder | $435 | $8,049-94.6% | $9,451-95.4% | $6,935-93.7% |