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 Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $109,024 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $79,700 |
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 | $62,401 | $92,121-32.3% | $105,591-40.9% | $77,692-19.7% |
| Participation rate | 95.5% | 81.0%+14.4pp | 75.3%+20.2pp | 70.6%+24.9pp |
| Annual return | 9.73% | 17.84%-8.1pp | 116.43%-106.7pp | 31.25%-21.5pp |
| Employer contribution / active EE | $2,453 | $3,370-27.2% | $3,166-22.5% | $2,726-10.0% |
| Participant deferral / active EE | $4,788 | $5,388-11.1% | $5,008-4.4% | $4,648+3.0% |
| Admin fee / account holder | $161 | $219-26.4% | $11,024-98.5% | $431-62.5% |