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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 17 COBBLESTONE CIRCLE · NORTH ANDOVER, MA 01845 | Consulting | $12,999 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,934 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $700 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,496 | $56,640-47.9% | $78,002-62.2% | $55,167-46.5% |
| Participation rate | 98.6% | 73.3%+25.3pp | 75.5%+23.1pp | 69.0%+29.6pp |
| Annual return | 11.85% | 2868.48%-2856.6pp | 425.99%-414.1pp | 169.23%-157.4pp |
| Employer contribution / active EE | $2,102 | $1,724+22.0% | $2,470-14.9% | $1,963+7.1% |
| Participant deferral / active EE | $8,140 | $2,778+193.0% | $3,497+132.8% | $3,054+166.5% |
| Admin fee / account holder | $92 | $467-80.3% | $5,481-98.3% | $504-81.8% |