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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 | $36,002-17.1% | $161,489-81.5% | $64,728-53.9% |
| Participation rate | 47.5% | 57.4%-9.9pp | 78.7%-31.2pp | 57.9%-10.4pp |
| Annual return | 11.76% | 33.93%-22.2pp | 89.72%-78.0pp | 49.38%-37.6pp |
| Employer contribution / active EE | $892 | $1,380-35.4% | $4,268-79.1% | $2,243-60.2% |
| Participant deferral / active EE | $1,600 | $1,815-11.9% | $5,630-71.6% | $2,729-41.4% |
| Admin fee / account holder | $183 | $931-80.3% | $16,006-98.9% | $1,145-84.0% |