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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $10,278 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,162 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,375 |
PREMIER PLAN CONSULTANTS1+ years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 · EIN 82-0986372 6215 FERRIS SQ STE 201 · SAN DIEGO, CA 92121 | Contract Administrator | $1,525 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,932 | $79,089-16.6% | $100,392-34.3% | $74,459-11.5% |
| Participation rate | 84.5% | 79.4%+5.1pp | 81.5%+3.0pp | 67.2%+17.3pp |
| Annual return | 0.00% | 20.61%-20.6pp | 49.45%-49.5pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $2,256 | $3,015-25.2% | $3,941-42.8% | $2,626-14.1% |
| Participant deferral / active EE | $6,230 | $7,747-19.6% | $8,090-23.0% | $4,350+43.2% |
| Admin fee / account holder | $102 | $1,336-92.4% | $7,904-98.7% | $1,945-94.8% |