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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,353 |
ROSALINE MENDOZA CPA PA7 years Service code 10 5701 SW 107 AVE STE 206 · MIAMI, FL 33173 | Accounting | $17,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,200 | $89,225-26.9% | $136,072-52.1% | $74,459-12.4% |
| Participation rate | 97.4% | 69.4%+28.0pp | 76.4%+21.0pp | 67.2%+30.2pp |
| Annual return | 17.77% | 22.76%-5.0pp | 580.46%-562.7pp | 1369.70%-1351.9pp |
| Employer contribution / active EE | $2,055 | $2,816-27.0% | $4,216-51.3% | $2,626-21.7% |
| Participant deferral / active EE | $5,964 | $4,597+29.7% | $7,028-15.1% | $4,350+37.1% |
| Admin fee / account holder | $196 | $1,545-87.3% | $6,718-97.1% | $1,945-89.9% |