Filed July 5, 2022 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 275 WYMAN ST STE 400 · WALTHAM, MA 02451 | Advisory (Plan) | $24,579 |
Service code 27 120 VANTIS DR STE 330 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $18,769 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,998 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $148,867 | $128,603+15.8% | $197,124-24.5% | $67,986+119.0% |
| Participation rate | 98.1% | 81.7%+16.4pp | 86.7%+11.3pp | 57.2%+40.9pp |
| Annual return | 13.77% | 23.77%-10.0pp | 44.34%-30.6pp | 31.67%-17.9pp |
| Employer contribution / active EE | $6,368 | $4,379+45.4% | $6,227+2.3% | $2,019+215.4% |
| Participant deferral / active EE | $6,904 | $6,840+0.9% | $9,135-24.4% | $3,358+105.6% |
| Admin fee / account holder | $378 | $3,035-87.6% | $16,298-97.7% | $3,203-88.2% |