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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES DBA CO Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $57,000 |
COMPASS 360, LLC5 years Filed as: COMPASS 360 Service code 13 · EIN 81-1939215 118 PORTSMOUTH AVE · 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 | $17,464 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,510 | $92,076+135.1% | $105,608+105.0% | $77,714+178.6% |
| Participation rate | 99.4% | 81.0%+18.4pp | 75.3%+24.1pp | 70.6%+28.8pp |
| Annual return | 14.17% | 17.84%-3.7pp | 116.50%-102.3pp | 31.26%-17.1pp |
| Employer contribution / active EE | $7,870 | $3,370+133.5% | $3,167+148.5% | $2,727+188.6% |
| Participant deferral / active EE | $14,075 | $5,390+161.1% | $5,010+181.0% | $4,649+202.7% |
| Admin fee / account holder | $286 | $219+30.5% | $11,028-97.4% | $433-34.1% |