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 | $132,295 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $6,000 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | -$300 |
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 | $154,564 | $100,272+54.1% | $170,043-9.1% | $74,460+107.6% |
| Participation rate | 90.6% | 87.4%+3.3pp | 87.0%+3.6pp | 70.7%+19.9pp |
| Annual return | 14.11% | 66.12%-52.0pp | 53.40%-39.3pp | 34.38%-20.3pp |
| Employer contribution / active EE | $7,886 | $4,266+84.9% | $6,790+16.1% | $2,638+198.9% |
| Participant deferral / active EE | $6,423 | $7,147-10.1% | $10,410-38.3% | $4,530+41.8% |
| Admin fee / account holder | $338 | $235+43.8% | $12,824-97.4% | $348-2.9% |