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| 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 | $60,504+34.4% | $81,882-0.7% | $74,478+9.2% |
| Participation rate | 57.9% | 62.9%-5.0pp | 72.4%-14.5pp | 67.2%-9.3pp |
| Annual return | 12.22% | 16.91%-4.7pp | 779.47%-767.2pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,801 | $3,400-17.6% | $4,323-35.2% | $4,350-35.6% |
| Admin fee / account holder | $314 | $1,492-78.9% | $7,360-95.7% | $1,946-83.9% |