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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MD 024533483 | Advisory (Plan) | $32,527 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,005 |
DEFINITI LLC5 years Service code 13 | Contract Administrator | $8,131 |
DEFINITI LLC5 years Filed as: DEFINITI, LLC Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $5,827 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,447 | $92,186-39.9% | $105,624-47.5% | $77,762-28.7% |
| Participation rate | 41.0% | 81.0%-40.0pp | 75.3%-34.3pp | 70.6%-29.6pp |
| Annual return | 10.38% | 17.83%-7.5pp | 116.20%-105.8pp | 31.27%-20.9pp |
| Employer contribution / active EE | $825 | $3,376-75.6% | $3,168-74.0% | $2,728-69.8% |
| Participant deferral / active EE | $2,656 | $5,395-50.8% | $5,013-47.0% | $4,651-42.9% |
| Admin fee / account holder | $289 | $219+31.9% | $10,961-97.4% | $433-33.3% |