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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $35,958 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,939 |
COASTAL PENSION SERVICES2 years Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, MA 21046 | Contract Administrator | $14,310 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,603 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,162 | $101,672-27.1% | $147,117-49.6% | $74,478-0.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.76% | 8757.83%-8742.1pp | 420.54%-404.8pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $13,967 | $3,813+266.3% | $4,932+183.2% | $2,626+431.8% |
| Participant deferral / active EE | $9,407 | $7,305+28.8% | $8,065+16.6% | $4,350+116.2% |
| Admin fee / account holder | $312 | $1,753-82.2% | $12,993-97.6% | $1,946-84.0% |