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 | $24,513 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,858 |
Service code 13 ONE RAYMOND DR STE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $1,675 |
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 | $56,270 | $84,499-33.4% | $125,391-55.1% | $66,949-16.0% |
| Participation rate | 98.5% | 76.4%+22.1pp | 82.4%+16.1pp | 69.8%+28.7pp |
| Annual return | -14.73% | -8.49%-6.2pp | 572.41%-587.1pp | 1.57%-16.3pp |
| Employer contribution / active EE | $3,132 | $3,554-11.9% | $4,816-35.0% | $2,545+23.1% |
| Participant deferral / active EE | $11,676 | $6,785+72.1% | $7,448+56.8% | $4,239+175.4% |
| Admin fee / account holder | $195 | $685-71.6% | $10,009-98.1% | $594-67.2% |