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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) | $6,724 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,915 | $61,391-67.6% | $149,723-86.7% | $71,529-72.2% |
| Participation rate | 48.1% | 62.5%-14.5pp | 78.8%-30.7pp | 67.9%-19.9pp |
| Annual return | 12.99% | 35.88%-22.9pp | 134.50%-121.5pp | 28.97%-16.0pp |
| Employer contribution / active EE | $248 | $2,384-89.6% | $4,821-94.9% | $2,590-90.4% |
| Participant deferral / active EE | $1,041 | $2,921-64.4% | $5,682-81.7% | $4,291-75.7% |
| Admin fee / account holder | $179 | $1,264-85.8% | $13,215-98.6% | $1,588-88.7% |