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: 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 | $45,343-5.1% | $150,298-71.4% | $67,986-36.7% |
| Participation rate | 65.2% | 51.9%+13.4pp | 77.8%-12.5pp | 57.2%+8.0pp |
| Annual return | 16.62% | 33.28%-16.7pp | 62.79%-46.2pp | 31.67%-15.0pp |
| Employer contribution / active EE | $1,162 | $1,462-20.5% | $4,154-72.0% | $2,019-42.4% |
| Participant deferral / active EE | $1,826 | $2,055-11.1% | $5,453-66.5% | $3,358-45.6% |
| Admin fee / account holder | $283 | $2,250-87.4% | $14,116-98.0% | $3,203-91.2% |