Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,865 |
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 | $100,533 | $59,467+69.1% | $93,727+7.3% | $74,478+35.0% |
| Participation rate | 97.1% | 59.6%+37.5pp | 68.7%+28.4pp | 67.2%+29.9pp |
| Annual return | 11.57% | 82.14%-70.6pp | 133.83%-122.3pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $2,392 | $1,267+88.9% | $2,421-1.2% | $2,626-8.9% |
| Participant deferral / active EE | $6,235 | $3,052+104.3% | $4,417+41.2% | $4,350+43.3% |
| Admin fee / account holder | $134 | $3,028-95.6% | $8,292-98.4% | $1,946-93.1% |