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 | $39,874 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,899 |
Service code 13 ONE RAYMOND DR STE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $3,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,611 | $101,653-4.0% | $147,080-33.6% | $74,459+31.1% |
| Participation rate | 99.3% | 75.6%+23.7pp | 82.2%+17.1pp | 67.2%+32.0pp |
| Annual return | 15.77% | 8754.98%-8739.2pp | 420.17%-404.4pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $3,546 | $3,813-7.0% | $4,933-28.1% | $2,626+35.1% |
| Participant deferral / active EE | $13,035 | $7,304+78.5% | $8,066+61.6% | $4,350+199.7% |
| Admin fee / account holder | $329 | $1,752-81.2% | $12,989-97.5% | $1,945-83.1% |