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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $29,401 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,024 | $41,016+4.9% | $152,093-71.7% | $64,097-32.9% |
| Participation rate | 65.2% | 51.3%+13.9pp | 77.8%-12.5pp | 55.2%+10.1pp |
| Annual return | 16.62% | 39.60%-23.0pp | 66.36%-49.7pp | 34.64%-18.0pp |
| Employer contribution / active EE | $1,162 | $1,342-13.4% | $4,175-72.2% | $1,891-38.5% |
| Participant deferral / active EE | $1,826 | $1,927-5.3% | $5,451-66.5% | $3,080-40.7% |
| Admin fee / account holder | $283 | $2,305-87.7% | $14,497-98.0% | $3,454-91.8% |