Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 275 WYMAN ST STE 400 · WALTHAM, MA 02451 | Advisory (Plan) | $34,831 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,677 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,834 |
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 | $189,588 | $82,879+128.8% | $96,576+96.3% | $67,986+178.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.4%+18.6pp | 57.2%+42.8pp |
| Annual return | 14.37% | 36.90%-22.5pp | 38.47%-24.1pp | 31.67%-17.3pp |
| Employer contribution / active EE | $3,178 | $2,727+16.5% | $3,553-10.5% | $2,019+57.4% |
| Participant deferral / active EE | $7,755 | $6,976+11.2% | $7,956-2.5% | $3,358+131.0% |
| Admin fee / account holder | $462 | $2,783-83.4% | $11,381-95.9% | $3,203-85.6% |