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 | $26,186 |
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $152,154 | $62,166+144.8% | $81,286+87.2% | $74,429+104.4% |
| Participation rate | 69.0% | 64.1%+4.9pp | 69.5%-0.5pp | 67.2%+1.8pp |
| Annual return | 12.28% | 16.50%-4.2pp | 24.80%-12.5pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $4,178 | $1,881+122.1% | $2,463+69.7% | $2,625+59.2% |
| Participant deferral / active EE | $7,393 | $3,223+129.4% | $3,883+90.4% | $4,348+70.0% |
| Admin fee / account holder | $310 | $1,925-83.9% | $5,764-94.6% | $1,944-84.1% |