Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,490 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $804 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,942 | $106,230-81.2% | $147,080-86.4% | $77,736-74.3% |
| Participation rate | 78.8% | 78.4%+0.4pp | 82.2%-3.4pp | 70.6%+8.2pp |
| Annual return | 36.93% | 56.91%-20.0pp | 420.17%-383.2pp | 31.26%+5.7pp |
| Employer contribution / active EE | $1,068 | $4,072-73.8% | $4,933-78.3% | $2,728-60.8% |
| Participant deferral / active EE | $6,038 | $8,001-24.5% | $8,066-25.1% | $4,651+29.8% |
| Admin fee / account holder | $80 | $338-76.3% | $12,989-99.4% | $433-81.5% |