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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) | $48,453 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,614 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,021 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,195 | $82,163-55.9% | $125,381-71.1% | $64,819-44.2% |
| Participation rate | 93.6% | 77.9%+15.7pp | 82.4%+11.2pp | 71.5%+22.2pp |
| Annual return | -17.32% | 3.49%-20.8pp | 572.31%-589.6pp | 32.84%-50.2pp |
| Employer contribution / active EE | $3,172 | $3,616-12.3% | $4,815-34.1% | $2,507+26.5% |
| Participant deferral / active EE | $6,671 | $7,175-7.0% | $7,448-10.4% | $4,311+54.7% |
| Admin fee / account holder | $240 | $163+47.1% | $10,007-97.6% | $188+27.8% |