Filed November 22, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $88,364 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $45,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,707 | $77,788-23.2% | $119,126-49.9% | $64,728-7.8% |
| Participation rate | 95.6% | 69.4%+26.2pp | 75.8%+19.8pp | 57.9%+37.7pp |
| Annual return | 8.72% | 13.19%-4.5pp | 282.11%-273.4pp | 49.38%-40.7pp |
| Employer contribution / active EE | $2,548 | $4,031-36.8% | $4,034-36.8% | $2,243+13.6% |
| Participant deferral / active EE | $4,424 | $2,599+70.2% | $5,318-16.8% | $2,729+62.1% |
| Admin fee / account holder | $260 | $1,365-81.0% | $10,693-97.6% | $1,145-77.3% |