Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $72,973 |
Service code 27 580 N BANK LN STE 101 · LAKE FOREST, IL 600455303 | Advisory (Plan) | $34,319 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,032 | $65,960-56.0% | $81,882-64.5% | $77,762-62.7% |
| Participation rate | 95.8% | 65.8%+30.0pp | 72.4%+23.4pp | 70.6%+25.2pp |
| Annual return | 15.10% | 26.64%-11.5pp | 779.47%-764.4pp | 31.27%-16.2pp |
| Employer contribution / active EE | $1,015 | $2,375-57.3% | $2,916-65.2% | $2,728-62.8% |
| Participant deferral / active EE | $5,439 | $3,505+55.2% | $4,323+25.8% | $4,651+16.9% |
| Admin fee / account holder | $206 | $526-60.8% | $7,360-97.2% | $433-52.3% |