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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $49,950 |
NORTHWESTERN WISCONSIN ASSOCIATES10+ years Service code 13 402 3RD STREET · WAUSAU, WI 54403 | Contract Administrator | $14,823 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,431 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,270 | $180,978-62.3% | $147,117-53.6% | - |
| Participation rate | 96.0% | 77.3%+18.7pp | 82.2%+13.8pp | - |
| Annual return | 13.30% | 12.24%+1.1pp | 420.54%-407.2pp | - |
| Employer contribution / active EE | $2,463 | $3,338-26.2% | $4,932-50.1% | - |
| Participant deferral / active EE | $5,256 | $6,936-24.2% | $8,065-34.8% | - |
| Admin fee / account holder | $97 | $27,876-99.7% | $12,993-99.3% | - |