Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 33 · EIN 04-2675571 | Other fees; Securities brokerage | $11,229 |
Filed as: COMMONWEALTH EQUITY SERVICES INC. Service code 27 COMMONWEALTH · WALTHAM, MA 02453 | Advisory (Plan) | $10,995 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,842 |
NATIONWIDE3+ years Service code 15 | Recordkeeping | $8,091 |
NATIONWIDE3+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $7,164 |
SUMMIT FINANCIAL CORPORATION3+ years Service code 49 | Other Services | $1,620 |
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.
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 | $61,116 | $155,795-60.8% | $136,298-55.2% | $69,631-12.2% |
| Participation rate | 39.3% | 75.2%-35.9pp | 81.9%-42.6pp | 70.7%-31.4pp |
| Annual return | 21.68% | 232464.33%-232442.7pp | 5156.27%-5134.6pp | 27571.02%-27549.3pp |
| Employer contribution / active EE | $331 | $2,991-88.9% | $4,696-93.0% | $2,032-83.7% |
| Participant deferral / active EE | $2,337 | $5,394-56.7% | $6,247-62.6% | $3,224-27.5% |
| Admin fee / account holder | $162 | $128+26.5% | $9,244-98.2% | $110+46.9% |