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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $86,150 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,495 |
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 | $95,881 | $48,744+96.7% | $93,727+2.3% | $200,096-52.1% |
| Participation rate | 91.6% | 63.7%+27.9pp | 68.7%+22.8pp | 72.0%+19.5pp |
| Annual return | 14.09% | 15.36%-1.3pp | 133.83%-119.7pp | 34.26%-20.2pp |
| Employer contribution / active EE | $0 | $1,140-100.0% | $2,421-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $6,299 | $2,825+123.0% | $4,417+42.6% | $5,090+23.8% |
| Admin fee / account holder | $98 | $195-49.8% | $8,292-98.8% | $269-63.6% |