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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,516 |
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH EQUITY Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $27,923 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,579 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,716 | $82,188-90.6% | $125,391-93.8% | $64,824-88.1% |
| Participation rate | 96.9% | 77.9%+19.0pp | 82.4%+14.5pp | 71.5%+25.5pp |
| Annual return | -13.98% | 3.50%-17.5pp | 572.41%-586.4pp | 32.84%-46.8pp |
| Employer contribution / active EE | $2,511 | $3,617-30.6% | $4,816-47.8% | $2,507+0.2% |
| Participant deferral / active EE | $3,047 | $7,177-57.5% | $7,448-59.1% | $4,311-29.3% |
| Admin fee / account holder | $116 | $163-28.7% | $10,009-98.8% | $188-38.0% |