Filed March 5, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $122,695 |
COMERICA BANK1 year Filed as: COMERICA SECURITIES, INC. Service code 27 411 W. LAFAYETTE BLVD · DETROIT, MI 48226 | Advisory (Plan) | $53,744 |
Employer contribution per participant 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 | $68,525 | $88,890-22.9% | $102,423-33.1% | $77,643-11.7% |
| Participation rate | 97.9% | 80.9%+17.0pp | 76.5%+21.4pp | 70.6%+27.4pp |
| Annual return | 12.52% | 24.98%-12.5pp | 29.32%-16.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $803 | $2,698-70.2% | $3,023-73.4% | $2,726-70.5% |
| Participant deferral / active EE | $6,178 | $5,145+20.1% | $5,053+22.3% | $4,647+32.9% |
| Admin fee / account holder | $217 | $235-7.8% | $9,451-97.7% | $430-49.6% |