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 | $100,495 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $42,194 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 43-1270780 | Advisory (Plan) | $4,406 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,321 | $81,948-61.8% | $90,766-65.5% | $64,824-51.7% |
| Participation rate | 94.5% | 80.5%+14.0pp | 75.7%+18.8pp | 71.5%+23.0pp |
| Annual return | -8.57% | -12.53%+4.0pp | -12.16%+3.6pp | 32.84%-41.4pp |
| Employer contribution / active EE | $2,631 | $3,067-14.2% | $2,922-9.9% | $2,507+4.9% |
| Participant deferral / active EE | $3,935 | $4,844-18.8% | $4,565-13.8% | $4,311-8.7% |
| Admin fee / account holder | $233 | $157+48.3% | $8,446-97.2% | $188+24.0% |