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 | $48,283 |
EQUITABLE ADVISORS LLC2 years Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $21,051 |
Service code 99 1445 ROSS AVE STE 2700 · DALLAS, TX 75202 | Other Fees | $7,234 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,249 |
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 | $117,811 | $83,002+41.9% | $98,090+20.1% | $64,097+83.8% |
| Participation rate | 91.9% | 75.0%+16.9pp | 81.5%+10.4pp | 55.2%+36.7pp |
| Annual return | 15.34% | 38.51%-23.2pp | 37.05%-21.7pp | 34.64%-19.3pp |
| Employer contribution / active EE | $3,385 | $2,749+23.1% | $3,606-6.1% | $1,891+79.0% |
| Participant deferral / active EE | $6,851 | $6,787+0.9% | $7,845-12.7% | $3,080+122.4% |
| Admin fee / account holder | $494 | $3,015-83.6% | $11,815-95.8% | $3,454-85.7% |