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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $15,305 |
COMMONWEALTH TPA SOLUTIONS2 years Filed as: COMMONWEALTH TPA SOLUTIONS LLC Service code 13 · EIN 87-3632446 8 COMMONWEALTH DRIVE · MEDFORD, NJ 08055 | Contract Administrator | $5,031 |
Filed as: EMPOWER ANNUITY INS. GROUP OF AMER. Service code 64 · EIN 06-0974148 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,511 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 06-0974148 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $700 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,438 | $55,423-43.3% | $155,602-79.8% | $74,400-57.7% |
| Participation rate | 86.2% | 61.9%+24.3pp | 78.2%+8.0pp | 67.2%+19.0pp |
| Annual return | 11.46% | 269.07%-257.6pp | 64.81%-53.3pp | 1367.51%-1356.1pp |
| Employer contribution / active EE | $2,197 | $2,266-3.0% | $4,675-53.0% | $2,624-16.3% |
| Participant deferral / active EE | $3,275 | $2,835+15.5% | $5,629-41.8% | $4,348-24.7% |
| Admin fee / account holder | $283 | $1,744-83.8% | $15,923-98.2% | $1,944-85.4% |