Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
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 | $31,618 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,644 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,836 | $56,503-73.7% | $70,098-78.8% | $64,814-77.1% |
| Participation rate | 54.0% | 70.5%-16.4pp | 70.5%-16.4pp | 71.5%-17.4pp |
| Annual return | -6.00% | -13.44%+7.4pp | 190.76%-196.8pp | 32.84%-38.8pp |
| Employer contribution / active EE | $1,300 | $2,046-36.5% | $2,560-49.2% | $2,507-48.1% |
| Participant deferral / active EE | $2,245 | $3,389-33.8% | $3,849-41.7% | $4,310-47.9% |
| Admin fee / account holder | $152 | $160-5.1% | $6,266-97.6% | $188-19.0% |