Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $53,636 |
Service code 27 444 W 47TH STREET, SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $10,000 |
DEFINITI LLC1 year Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $7,994 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E.ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,143 | $86,897-48.1% | $151,639-70.2% | $64,819-30.4% |
| Participation rate | 91.4% | 87.3%+4.1pp | 87.5%+3.9pp | 71.5%+19.9pp |
| Annual return | 6.48% | -3.57%+10.0pp | 3.34%+3.1pp | 32.84%-26.4pp |
| Employer contribution / active EE | $2,387 | $4,010-40.5% | $6,165-61.3% | $2,507-4.8% |
| Participant deferral / active EE | $11,213 | $6,690+67.6% | $8,363+34.1% | $4,311+160.1% |
| Admin fee / account holder | $163 | $153+6.6% | $11,613-98.6% | $188-13.2% |