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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $40,098 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,273 |
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 | $83,484 | $76,112+9.7% | $96,534-13.5% | $71,511+16.7% |
| Participation rate | 93.1% | 74.4%+18.7pp | 76.0%+17.1pp | 67.9%+25.1pp |
| Annual return | 16.65% | 22.81%-6.2pp | 25.88%-9.2pp | 28.86%-12.2pp |
| Employer contribution / active EE | $2,394 | $2,248+6.5% | $2,965-19.3% | $2,589-7.5% |
| Participant deferral / active EE | $7,119 | $4,217+68.8% | $4,851+46.7% | $4,291+65.9% |
| Admin fee / account holder | $246 | $2,708-90.9% | $8,253-97.0% | $1,588-84.5% |