Filed December 7, 2010 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $37,500 |
KESTRA INVESTMENT SERVICES LLC7+ years Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $11,598 |
CARON & BLETZER, PLLC5 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $3,968 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,322 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,054 | $79,151+37.8% | $60,906+79.1% | $64,819+68.2% |
| Participation rate | 99.3% | 77.7%+21.6pp | 73.1%+26.2pp | 71.5%+27.8pp |
| Annual return | -16.15% | -7.12%-9.0pp | 16.94%-33.1pp | 32.84%-49.0pp |
| Employer contribution / active EE | $2,313 | $3,052-24.2% | $2,703-14.4% | $2,507-7.7% |
| Participant deferral / active EE | $4,928 | $3,727+32.2% | $3,814+29.2% | $4,311+14.3% |
| Admin fee / account holder | $117 | $106+10.6% | $3,227-96.4% | $188-37.8% |