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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $61,505 |
COMPASS 360, LLC1 year Filed as: COMPASS Service code 49 118 PORTSMOUTH AVE STE D201 · STRATHAM, NH 03885 | Other Services | $12,974 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $160,671 | $76,669+109.6% | $96,520+66.5% | $71,495+124.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 11.41% | 48.29%-36.9pp | 35.72%-24.3pp | 28.85%-17.4pp |
| Employer contribution / active EE | $15,282 | $3,031+404.2% | $3,739+308.8% | $2,589+490.2% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,291-100.0% |
| Admin fee / account holder | $18 | $2,028-99.1% | $6,733-99.7% | $1,588-98.8% |