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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 | $38,165-21.8% | $189,758-84.3% | $69,255-56.9% |
| Participation rate | 47.5% | 66.7%-19.2pp | 79.8%-32.3pp | 69.0%-21.5pp |
| Annual return | 11.76% | 14.65%-2.9pp | 52.62%-40.9pp | 26.73%-15.0pp |
| Employer contribution / active EE | $892 | $1,589-43.9% | $4,767-81.3% | $2,645-66.3% |
| Participant deferral / active EE | $1,600 | $2,073-22.8% | $5,856-72.7% | $2,890-44.7% |
| Admin fee / account holder | $183 | $714-74.4% | $20,388-99.1% | $733-75.0% |