Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,075 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $4,741 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $53 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,048 | $56,438-85.7% | $76,902-89.5% | $71,529-88.7% |
| Participation rate | 92.2% | 64.3%+27.9pp | 69.6%+22.6pp | 67.9%+24.3pp |
| Annual return | 16.03% | 19.05%-3.0pp | 37.91%-21.9pp | 28.97%-12.9pp |
| Employer contribution / active EE | $765 | $1,864-59.0% | $2,534-69.8% | $2,590-70.5% |
| Participant deferral / active EE | $1,999 | $3,136-36.3% | $3,833-47.8% | $4,291-53.4% |
| Admin fee / account holder | $129 | $1,430-91.0% | $5,479-97.6% | $1,588-91.9% |