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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 17 COBBLESTONE CIRCLE · NORTH ANDOVER, MA 01845 | Consulting | $19,686 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,803 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $650 |
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 | $39,700 | $63,314-37.3% | $91,004-56.4% | $62,293-36.3% |
| Participation rate | 95.7% | 73.3%+22.4pp | 75.6%+20.1pp | 69.5%+26.2pp |
| Annual return | 18.08% | 21.00%-2.9pp | 4.60%+13.5pp | 28.90%-10.8pp |
| Employer contribution / active EE | $1,954 | $1,807+8.1% | $2,456-20.4% | $2,042-4.3% |
| Participant deferral / active EE | $8,405 | $2,944+185.5% | $3,548+136.9% | $3,169+165.2% |
| Admin fee / account holder | $132 | $468-71.7% | $5,417-97.6% | $479-72.4% |