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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 | $46,688-7.8% | $189,758-77.3% | $69,733-38.3% |
| Participation rate | 65.2% | 61.7%+3.5pp | 79.8%-14.6pp | 62.5%+2.8pp |
| Annual return | 16.62% | 14.35%+2.3pp | 52.62%-36.0pp | 15.22%+1.4pp |
| Employer contribution / active EE | $1,162 | $1,695-31.4% | $4,767-75.6% | $2,250-48.3% |
| Participant deferral / active EE | $1,826 | $2,143-14.8% | $5,856-68.8% | $3,054-40.2% |
| Admin fee / account holder | $283 | $1,700-83.4% | $20,388-98.6% | $3,102-90.9% |