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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) | $26,838 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,580 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,972 | $50,947+25.6% | $74,549-14.2% | $64,173-0.3% |
| Participation rate | 90.1% | 61.1%+29.1pp | 69.1%+21.0pp | 69.6%+20.6pp |
| Annual return | -6.43% | -1.85%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $770 | $1,115-31.0% | $1,961-60.7% | $2,381-67.7% |
| Participant deferral / active EE | $6,148 | $2,302+167.1% | $3,108+97.8% | $3,470+77.2% |
| Admin fee / account holder | $388 | $4,221-90.8% | $5,059-92.3% | $4,887-92.1% |