Filed December 15, 2022 (most recent of 5 filings on file)
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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 | $137,296 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,124 | $129,227+44.0% | $184,256+1.0% | $77,762+139.4% |
| Participation rate | 81.3% | 87.4%-6.1pp | 86.8%-5.6pp | 70.6%+10.7pp |
| Annual return | 11.69% | 33.24%-21.5pp | 28.85%-17.2pp | 31.27%-19.6pp |
| Employer contribution / active EE | $6,807 | $4,412+54.3% | $6,427+5.9% | $2,728+149.5% |
| Participant deferral / active EE | $6,199 | $7,307-15.2% | $9,133-32.1% | $4,651+33.3% |
| Admin fee / account holder | $387 | $256+51.5% | $13,899-97.2% | $433-10.5% |