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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $25,596 |
Service code 13 · EIN 39-1444845 PO BOX 907 · WAUSAU, WI 544030907 | Contract Administrator | $5,407 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,035 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $550 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,799 | $80,753-47.0% | $136,298-68.6% | $62,293-31.3% |
| Participation rate | 93.6% | 73.5%+20.1pp | 81.9%+11.7pp | 69.5%+24.1pp |
| Annual return | 30.89% | 35.83%-4.9pp | 5156.27%-5125.4pp | 28.90%+2.0pp |
| Employer contribution / active EE | $1,600 | $2,884-44.5% | $4,696-65.9% | $2,042-21.6% |
| Participant deferral / active EE | $3,262 | $5,164-36.8% | $6,247-47.8% | $3,169+2.9% |
| Admin fee / account holder | $6 | $525-98.9% | $9,244-99.9% | $479-98.8% |