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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $16,987 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,508 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,777 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32 | $73,532-100.0% | $178,505-100.0% | $74,478-100.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | -32.80% | 17.49%-50.3pp | 27.16%-60.0pp | 1370.56%-1403.4pp |
| Employer contribution / active EE | $1,198 | $2,221-46.0% | $3,955-69.7% | $2,626-54.4% |
| Participant deferral / active EE | $1,627 | $4,519-64.0% | $6,280-74.1% | $4,350-62.6% |
| Admin fee / account holder | $245 | $1,813-86.5% | $10,428-97.7% | $1,946-87.4% |