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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $20,038 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,067 |
Service code 13 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $4,283 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,457 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,120 | $101,539-56.5% | $147,041-70.0% | $74,400-40.7% |
| Participation rate | 92.3% | 75.5%+16.8pp | 82.2%+10.1pp | 67.2%+25.1pp |
| Annual return | 19.51% | 8740.84%-8721.3pp | 419.21%-399.7pp | 1367.51%-1348.0pp |
| Employer contribution / active EE | $1,194 | $3,811-68.7% | $4,935-75.8% | $2,624-54.5% |
| Participant deferral / active EE | $8,154 | $7,304+11.6% | $8,071+1.0% | $4,348+87.5% |
| Admin fee / account holder | $460 | $1,749-73.7% | $13,006-96.5% | $1,944-76.3% |