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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $87,333 |
COMPASS 360, LLC3 years Filed as: COMPASS Service code 49 118 PORTSMOUTH AVE STE D201 · STRATHAM, NH 03885 | Other Services | $18,484 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,452 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,863 | $80,674+180.0% | $119,126+89.6% | $64,340+251.0% |
| Participation rate | 98.1% | 55.2%+42.9pp | 75.8%+22.4pp | 55.2%+42.9pp |
| Annual return | 13.43% | 26.86%-13.4pp | 282.11%-268.7pp | 24.14%-10.7pp |
| Employer contribution / active EE | $16,463 | $2,564+542.1% | $4,034+308.2% | $1,862+784.3% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $25 | $4,559-99.5% | $10,693-99.8% | $3,703-99.3% |