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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,576 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $11,302 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,574 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,774 | $55,437-33.7% | $155,534-76.4% | $74,459-50.6% |
| Participation rate | 70.7% | 61.9%+8.8pp | 78.2%-7.5pp | 67.2%+3.5pp |
| Annual return | 13.98% | 269.58%-255.6pp | 64.92%-50.9pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $1,492 | $2,266-34.1% | $4,675-68.1% | $2,626-43.2% |
| Participant deferral / active EE | $1,527 | $2,837-46.2% | $5,630-72.9% | $4,350-64.9% |
| Admin fee / account holder | $132 | $1,742-92.4% | $15,900-99.2% | $1,945-93.2% |