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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICE, LLC Service code 27 · EIN 04-2675571 | Advisory (Plan) | $45,015 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $37,967 |
SHERIDAN ROAD ADVISORS LLC8 years Filed as: HUB INTERNATIONAL NEW ENGLAND LLC Service code 99 300 BALLARDVALE ST · WILMINGTON, MA 01887 | Other Fees | $22,138 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,520 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,113 | $36,002-16.4% | $161,489-81.4% | $64,728-53.5% |
| Participation rate | 89.6% | 57.4%+32.1pp | 78.7%+10.9pp | 57.9%+31.7pp |
| Annual return | 14.18% | 33.93%-19.8pp | 89.72%-75.5pp | 49.38%-35.2pp |
| Employer contribution / active EE | $856 | $1,380-38.0% | $4,268-79.9% | $2,243-61.8% |
| Participant deferral / active EE | $2,561 | $1,815+41.1% | $5,630-54.5% | $2,729-6.2% |
| Admin fee / account holder | $151 | $931-83.8% | $16,006-99.1% | $1,145-86.9% |