Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,097 |
CETERA ADVISOR NETWORKS LLC2 years Service code 55 2301 ROSECRANS AVE. #5100 · EL SEGUNDO, CA 90245 | Other Commissions | $4,397 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Investment Management | $2,098 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,236 | $59,467-89.5% | $93,727-93.3% | $74,478-91.6% |
| Participation rate | 83.6% | 59.6%+24.0pp | 68.7%+14.9pp | 67.2%+16.4pp |
| Annual return | 17.19% | 82.14%-64.9pp | 133.83%-116.6pp | 1370.56%-1353.4pp |
| Employer contribution / active EE | $1,165 | $1,267-8.0% | $2,421-51.9% | $2,626-55.6% |
| Participant deferral / active EE | $2,062 | $3,052-32.4% | $4,417-53.3% | $4,350-52.6% |
| Admin fee / account holder | $86 | $3,028-97.1% | $8,292-99.0% | $1,946-95.6% |