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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,495 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $14,559 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,542 | $96,782-51.9% | $140,514-66.9% | $69,255-32.8% |
| Participation rate | 83.8% | 81.0%+2.8pp | 77.8%+6.0pp | 69.0%+14.8pp |
| Annual return | 9.17% | 11.56%-2.4pp | 14.36%-5.2pp | 26.73%-17.6pp |
| Employer contribution / active EE | $1,663 | $3,063-45.7% | $3,378-50.8% | $2,645-37.1% |
| Participant deferral / active EE | $2,721 | $4,233-35.7% | $4,919-44.7% | $2,890-5.9% |
| Admin fee / account holder | $134 | $275-51.4% | $13,697-99.0% | $733-81.8% |