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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) | $29,264 |
Service code 13 · EIN 39-1444845 PO BOX 907 · WAUSAU, WI 544030907 | Contract Administrator | $7,353 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,661 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,069 |
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 | $41,257 | $73,102-43.6% | $123,553-66.6% | $56,289-26.7% |
| Participation rate | 90.9% | 74.3%+16.6pp | 82.3%+8.6pp | 69.9%+21.1pp |
| Annual return | -4.42% | 3.01%-7.4pp | 119.21%-123.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,711 | $2,977-42.5% | $4,628-63.0% | $2,111-18.9% |
| Participant deferral / active EE | $3,884 | $5,423-28.4% | $6,426-39.6% | $3,350+15.9% |
| Admin fee / account holder | $26 | $554-95.4% | $9,284-99.7% | $521-95.1% |