Filed June 1, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $79,328 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,646 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,837 | $89,465+101.0% | $165,100+8.9% | $77,762+131.3% |
| Participation rate | 77.4% | 78.6%-1.2pp | 78.6%-1.2pp | 70.6%+6.8pp |
| Annual return | 12.23% | 28.86%-16.6pp | 70.21%-58.0pp | 31.27%-19.0pp |
| Employer contribution / active EE | $6,613 | $2,565+157.9% | $4,348+52.1% | $2,728+142.4% |
| Participant deferral / active EE | $4,467 | $4,904-8.9% | $6,035-26.0% | $4,651-4.0% |
| Admin fee / account holder | $273 | $340-19.5% | $12,696-97.8% | $433-36.8% |