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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $22,230 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,301 |
COMPASS 360, LLC2 years Filed as: COMPASS 360 Service code 99 118 PORTSMOUTH AVE · STRATHAM, NH 03885 | Other Fees | $4,446 |
COMPASS 360, LLC2 years Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 13 118 PORTSMOUTH AVE · STRATHAM, NH 03885 | Contract Administrator | $3,675 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,833 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,688 | $55,446-14.0% | $155,574-69.3% | $74,429-35.9% |
| Participation rate | 94.3% | 61.9%+32.3pp | 78.2%+16.0pp | 67.2%+27.0pp |
| Annual return | 13.94% | 269.20%-255.3pp | 64.87%-50.9pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $3,156 | $2,266+39.3% | $4,676-32.5% | $2,625+20.2% |
| Participant deferral / active EE | $4,566 | $2,836+61.0% | $5,629-18.9% | $4,348+5.0% |
| Admin fee / account holder | $218 | $1,743-87.5% | $15,914-98.6% | $1,944-88.8% |