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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 | $129,109 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,736 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 99 29 SAWYER RD · WALTHAM, MA 024533483 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,141 | $122,219-86.0% | $147,096-88.3% | $199,921-91.4% |
| Participation rate | 65.4% | 78.3%-12.9pp | 82.2%-16.8pp | 72.0%-6.6pp |
| Annual return | 15.87% | 30.59%-14.7pp | 419.75%-403.9pp | 34.28%-18.4pp |
| Employer contribution / active EE | $1,180 | $4,096-71.2% | $4,936-76.1% | $3,035-61.1% |
| Participant deferral / active EE | $1,745 | $8,503-79.5% | $8,071-78.4% | $5,089-65.7% |
| Admin fee / account holder | $112 | $179-37.2% | $13,005-99.1% | $269-58.2% |