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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 | $27,363 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $13,669 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $1,079 |
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 | $29,864 | $46,464-35.7% | $150,298-80.1% | $79,634-62.5% |
| Participation rate | 47.5% | 57.0%-9.4pp | 77.8%-30.2pp | 62.5%-15.0pp |
| Annual return | 11.76% | 27.89%-16.1pp | 62.79%-51.0pp | 36.46%-24.7pp |
| Employer contribution / active EE | $892 | $1,512-41.0% | $4,154-78.5% | $2,529-64.7% |
| Participant deferral / active EE | $1,600 | $2,157-25.8% | $5,453-70.7% | $3,835-58.3% |
| Admin fee / account holder | $183 | $891-79.4% | $14,116-98.7% | $1,002-81.7% |