Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,879 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $673 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,754 | $55,446-84.2% | $155,574-94.4% | $74,429-88.2% |
| Participation rate | 93.3% | 61.9%+31.4pp | 78.2%+15.1pp | 67.2%+26.1pp |
| Annual return | 26.44% | 269.20%-242.8pp | 64.87%-38.4pp | 1368.38%-1341.9pp |
| Employer contribution / active EE | $1,438 | $2,266-36.5% | $4,676-69.2% | $2,625-45.2% |
| Participant deferral / active EE | $2,677 | $2,836-5.6% | $5,629-52.4% | $4,348-38.4% |
| Admin fee / account holder | $45 | $1,743-97.4% | $15,914-99.7% | $1,944-97.7% |