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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,124 | $129,021+44.3% | $184,203+1.0% | $77,643+139.7% |
| Participation rate | 81.3% | 87.3%-6.1pp | 86.8%-5.5pp | 70.6%+10.7pp |
| Annual return | 11.69% | 33.27%-21.6pp | 28.81%-17.1pp | 31.24%-19.5pp |
| Employer contribution / active EE | $6,807 | $4,413+54.3% | $6,427+5.9% | $2,726+149.7% |
| Participant deferral / active EE | $6,199 | $7,297-15.0% | $9,131-32.1% | $4,647+33.4% |
| Admin fee / account holder | $387 | $254+52.6% | $13,901-97.2% | $430-10.0% |