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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSEETS Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $22,840 |
J W COLE FINANCIAL INC4 years Filed as: JW COLE INS SERVICES INC Service code 53 · EIN 65-1040717 | Insurance Commissions | $8,612 |
ASCENSUS LLC3 years Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $3,745 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,608 | $42,917+52.9% | $60,899+7.7% | $68,495-4.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -12.05% | -13.99%+1.9pp | 16.92%-29.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $809 | $1,979-59.1% | $2,702-70.1% | $2,596-68.9% |
| Participant deferral / active EE | $3,708 | $2,867+29.3% | $3,817-2.9% | $4,028-7.9% |
| Admin fee / account holder | $166 | $3,102-94.7% | $3,225-94.9% | $5,403-96.9% |