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 | $75,030 |
PARK AVENUE SECURITIES LLC3 years Service code 55 6255 STERNER'S WAY · BUTZTOWN, PA 18017 | Other Commissions | $59,163 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,686 | $90,170-61.5% | $150,734-77.0% | $69,733-50.3% |
| Participation rate | 99.5% | 60.2%+39.3pp | 78.4%+21.1pp | 62.5%+37.1pp |
| Annual return | 16.42% | 16.56%-0.1pp | 600.81%-584.4pp | 15.22%+1.2pp |
| Employer contribution / active EE | $2,981 | $3,428-13.0% | $4,918-39.4% | $2,250+32.5% |
| Participant deferral / active EE | $2,718 | $3,086-11.9% | $5,610-51.5% | $3,054-11.0% |
| Admin fee / account holder | $194 | $4,600-95.8% | $14,905-98.7% | $3,102-93.8% |