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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,147 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,737 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,330 | $130,294+4.6% | $170,043-19.8% | $71,511+90.6% |
| Participation rate | 88.3% | 86.2%+2.2pp | 87.0%+1.3pp | 67.9%+20.4pp |
| Annual return | 16.72% | 20.36%-3.6pp | 53.40%-36.7pp | 28.86%-12.1pp |
| Employer contribution / active EE | $3,792 | $4,385-13.5% | $6,790-44.2% | $2,589+46.4% |
| Participant deferral / active EE | $5,403 | $6,928-22.0% | $10,410-48.1% | $4,291+25.9% |
| Admin fee / account holder | $104 | $966-89.2% | $12,824-99.2% | $1,588-93.4% |