Filed March 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $17,396 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,365 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,812 | $73,360-2.1% | $177,989-59.7% | $74,495-3.6% |
| Participation rate | 97.7% | 66.6%+31.1pp | 77.1%+20.7pp | 67.2%+30.5pp |
| Annual return | 5.35% | 17.49%-12.1pp | 294.48%-289.1pp | 1364.94%-1359.6pp |
| Employer contribution / active EE | $1,551 | $2,216-30.0% | $3,949-60.7% | $2,623-40.9% |
| Participant deferral / active EE | $3,605 | $4,513-20.1% | $6,276-42.6% | $4,346-17.1% |
| Admin fee / account holder | $198 | $1,808-89.0% | $10,363-98.1% | $1,942-89.8% |