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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY Service code 27 SERVICES LLC DBA COMMONWEALTH · WALTHAM, MA 024533483 | Advisory (Plan) | $57,000 |
COMPASS 360, LLC3 years Filed as: COMPASS 360 Service code 13 · EIN 81-1939215 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Contract Administrator | $27,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,832 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,263 | $81,948+89.5% | $90,766+71.1% | $64,824+139.5% |
| Participation rate | 97.8% | 80.5%+17.3pp | 75.7%+22.1pp | 71.5%+26.3pp |
| Annual return | -14.87% | -12.53%-2.3pp | -12.16%-2.7pp | 32.84%-47.7pp |
| Employer contribution / active EE | $6,506 | $3,067+112.1% | $2,922+122.7% | $2,507+159.5% |
| Participant deferral / active EE | $12,029 | $4,844+148.4% | $4,565+163.5% | $4,311+179.0% |
| Admin fee / account holder | $255 | $157+62.5% | $8,446-97.0% | $188+35.9% |