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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $83,668 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 49 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Services | $68,230 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $27,162 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,724 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,185 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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 | $66,843 | $89,808-25.6% | $100,383-33.4% | $77,671-13.9% |
| Participation rate | 98.1% | 81.2%+16.9pp | 81.5%+16.6pp | 70.6%+27.5pp |
| Annual return | 18.73% | 20.62%-1.9pp | 49.26%-30.5pp | 31.21%-12.5pp |
| Employer contribution / active EE | $3,586 | $3,039+18.0% | $3,944-9.1% | $2,726+31.5% |
| Participant deferral / active EE | $14,431 | $8,284+74.2% | $8,086+78.5% | $4,648+210.5% |
| Admin fee / account holder | $247 | $174+41.5% | $7,900-96.9% | $430-42.7% |