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 | $47,448 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $34,085 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,623 | $71,523+15.5% | $98,461-16.1% | $71,511+15.5% |
| Participation rate | 96.7% | 72.7%+24.0pp | 75.2%+21.5pp | 67.9%+28.8pp |
| Annual return | 12.75% | 32.43%-19.7pp | 21.17%-8.4pp | 28.86%-16.1pp |
| Employer contribution / active EE | $1,868 | $2,399-22.1% | $3,049-38.7% | $2,589-27.8% |
| Participant deferral / active EE | $5,919 | $4,109+44.1% | $4,738+24.9% | $4,291+38.0% |
| Admin fee / account holder | $429 | $1,676-74.4% | $8,961-95.2% | $1,588-73.0% |