Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,119 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,580 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,481 | $93,055-44.7% | $153,741-66.5% | $80,959-36.4% |
| Participation rate | 70.8% | 69.0%+1.8pp | 77.1%-6.3pp | 67.7%+3.1pp |
| Annual return | 11.18% | 19.97%-8.8pp | 15.71%-4.5pp | 35.67%-24.5pp |
| Employer contribution / active EE | $6,132 | $3,504+75.0% | $5,042+21.6% | $2,757+122.4% |
| Participant deferral / active EE | $14,091 | $5,172+172.4% | $6,757+108.6% | $4,300+227.7% |
| Admin fee / account holder | $297 | $8,881-96.7% | $12,749-97.7% | $6,925-95.7% |