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 |
|---|---|---|
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $46,550 |
OLON USA LLC1 year Service code 99 7528 AUBURN RD · CONCORD TWP, OH 44077 | Other Fees | $23,578 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $1,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,489 | $101,672+19.5% | $147,117-17.4% | $74,478+63.1% |
| Participation rate | 91.0% | 75.5%+15.4pp | 82.2%+8.8pp | 67.2%+23.8pp |
| Annual return | 15.08% | 8757.83%-8742.7pp | 420.54%-405.5pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $2,453 | $3,813-35.7% | $4,932-50.3% | $2,626-6.6% |
| Participant deferral / active EE | $7,494 | $7,305+2.6% | $8,065-7.1% | $4,350+72.3% |
| Admin fee / account holder | $170 | $1,753-90.3% | $12,993-98.7% | $1,946-91.3% |