Filed April 9, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES INC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $31,327 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $28,432 |
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 | $56,476 | $71,666-21.2% | $117,861-52.1% | $69,631-18.9% |
| Participation rate | 99.1% | 77.5%+21.5pp | 79.7%+19.4pp | 70.7%+28.4pp |
| Annual return | 67.17% | 18.86%+48.3pp | 335.11%-267.9pp | 27571.02%-27503.9pp |
| Employer contribution / active EE | $2,862 | $1,889+51.5% | $3,786-24.4% | $2,032+40.8% |
| Participant deferral / active EE | $5,712 | $3,340+71.0% | $4,482+27.4% | $3,224+77.2% |
| Admin fee / account holder | $178 | $120+48.3% | $8,021-97.8% | $110+61.5% |