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 | $201,911 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $64,521 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $39,000 |
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 | $61,347 | $48,744+25.9% | $93,696-34.5% | $199,960-69.3% |
| Participation rate | 98.2% | 63.7%+34.5pp | 68.7%+29.5pp | 72.0%+26.2pp |
| Annual return | 15.61% | 15.36%+0.3pp | 133.74%-118.1pp | 34.28%-18.7pp |
| Employer contribution / active EE | $2,729 | $1,140+139.3% | $2,422+12.7% | $3,036-10.1% |
| Participant deferral / active EE | $7,297 | $2,825+158.3% | $4,417+65.2% | $5,087+43.4% |
| Admin fee / account holder | $111 | $195-43.0% | $8,287-98.7% | $269-58.7% |