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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 | $43,496-1.1% | $161,489-73.4% | $64,340-33.1% |
| Participation rate | 65.2% | 53.5%+11.7pp | 78.7%-13.5pp | 55.2%+10.0pp |
| Annual return | 16.62% | 20.76%-4.1pp | 89.72%-73.1pp | 24.14%-7.5pp |
| Employer contribution / active EE | $1,162 | $1,431-18.8% | $4,268-72.8% | $1,862-37.6% |
| Participant deferral / active EE | $1,826 | $1,996-8.5% | $5,630-67.6% | $2,980-38.7% |
| Admin fee / account holder | $283 | $2,330-87.9% | $16,006-98.2% | $3,703-92.4% |