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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,915 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,381 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $21,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,508 | $110,258-84.1% | $102,460-82.9% | $200,096-91.3% |
| Participation rate | 68.0% | 86.3%-18.3pp | 76.5%-8.5pp | 72.0%-4.0pp |
| Annual return | 155.05% | 35.78%+119.3pp | 29.47%+125.6pp | 34.26%+120.8pp |
| Employer contribution / active EE | $1,895 | $3,605-47.4% | $3,025-37.3% | $3,038-37.6% |
| Participant deferral / active EE | $2,099 | $6,377-67.1% | $5,056-58.5% | $5,090-58.8% |
| Admin fee / account holder | $62 | $122-49.6% | $9,460-99.3% | $269-77.1% |