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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 | Recordkeeping Fees | $33,368 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 | Investment Management | $2,168 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $0 |
COMPASS 360, LLC2 years Service code 15 · EIN 81-1939215 | Recordkeeping | $0 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,193 | $65,223+78.1% | $80,022+45.2% | $55,725+108.5% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | -6.17% | 7.59%-13.8pp | 11.22%-17.4pp | 244.93%-251.1pp |
| Employer contribution / active EE | $4,847 | $2,544+90.5% | $2,468+96.4% | $2,078+133.2% |
| Participant deferral / active EE | $9,166 | $3,881+136.2% | $3,686+148.7% | $3,356+173.1% |
| Admin fee / account holder | $256 | $114+124.2% | $6,521-96.1% | $115+122.3% |