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 | $129,159+44.1% | $184,243+1.0% | $77,714+139.5% |
| Participation rate | 81.3% | 87.4%-6.1pp | 86.8%-5.6pp | 70.6%+10.7pp |
| Annual return | 11.69% | 33.22%-21.5pp | 28.82%-17.1pp | 31.26%-19.6pp |
| Employer contribution / active EE | $6,807 | $4,410+54.4% | $6,427+5.9% | $2,727+149.6% |
| Participant deferral / active EE | $6,199 | $7,305-15.1% | $9,132-32.1% | $4,649+33.3% |
| Admin fee / account holder | $387 | $256+51.5% | $13,914-97.2% | $433-10.6% |