Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $28,121 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,309 | $60,261+34.9% | $81,783-0.6% | $74,546+9.1% |
| Participation rate | 57.9% | 62.9%-4.9pp | 72.4%-14.4pp | 67.2%-9.3pp |
| Annual return | 12.22% | 16.88%-4.7pp | 775.05%-762.8pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,801 | $3,388-17.3% | $4,320-35.2% | $4,347-35.6% |
| Admin fee / account holder | $314 | $1,482-78.8% | $7,380-95.7% | $1,944-83.8% |