Filed September 27, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $13,498 |
Service code 13 ONE RAYMOND DR STE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $6,233 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $652 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,112 | $56,423+40.2% | $77,163+2.5% | $71,457+10.7% |
| Participation rate | 65.6% | 64.3%+1.3pp | 69.6%-4.0pp | 67.9%-2.3pp |
| Annual return | 203.46% | 19.05%+184.4pp | 37.87%+165.6pp | 28.85%+174.6pp |
| Employer contribution / active EE | $2,019 | $1,866+8.2% | $2,535-20.3% | $2,588-22.0% |
| Participant deferral / active EE | $4,188 | $3,142+33.3% | $3,833+9.2% | $4,289-2.4% |
| Admin fee / account holder | $148 | $1,429-89.6% | $5,472-97.3% | $1,587-90.7% |