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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 | $122,128-86.0% | $147,117-88.3% | $200,096-91.4% |
| Participation rate | 65.4% | 78.2%-12.8pp | 82.2%-16.8pp | 72.0%-6.7pp |
| Annual return | 15.87% | 30.58%-14.7pp | 420.54%-404.7pp | 34.26%-18.4pp |
| Employer contribution / active EE | $1,180 | $4,093-71.2% | $4,932-76.1% | $3,038-61.1% |
| Participant deferral / active EE | $1,745 | $8,484-79.4% | $8,065-78.4% | $5,090-65.7% |
| Admin fee / account holder | $112 | $180-37.3% | $12,993-99.1% | $269-58.2% |