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 | $61,253 |
Service code 27 580 N BANK LN STE 101 · LAKE FOREST, IL 600455303 | Advisory (Plan) | $29,380 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,246 | $52,188-55.5% | $86,617-73.2% | $74,440-68.8% |
| Participation rate | 95.2% | 66.3%+28.9pp | 71.7%+23.5pp | 70.7%+24.5pp |
| Annual return | 17.93% | 44.46%-26.5pp | 591.91%-574.0pp | 34.37%-16.4pp |
| Employer contribution / active EE | $779 | $2,282-65.9% | $3,023-74.2% | $2,638-70.5% |
| Participant deferral / active EE | $4,277 | $3,383+26.4% | $4,437-3.6% | $4,529-5.5% |
| Admin fee / account holder | $155 | $319-51.3% | $5,613-97.2% | $348-55.4% |