Filed November 22, 2021
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| 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 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,707 | $92,224-35.3% | $105,223-43.3% | $79,634-25.0% |
| Participation rate | 95.6% | 69.2%+26.4pp | 75.0%+20.6pp | 62.5%+33.1pp |
| Annual return | 8.72% | 88.65%-79.9pp | 180.65%-171.9pp | 36.46%-27.7pp |
| Employer contribution / active EE | $2,548 | $3,965-35.7% | $3,689-30.9% | $2,529+0.7% |
| Participant deferral / active EE | $4,424 | $3,834+15.4% | $5,072-12.8% | $3,835+15.4% |
| Admin fee / account holder | $260 | $1,121-76.8% | $8,859-97.1% | $1,002-74.1% |