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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $38,336 |
COMPASS 360, LLC2 years Filed as: COMPASS Service code 49 118 PORTSMOUTH AVE STE D201 · STRATHAM, NH 03885 | Other Services | $15,385 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,882 | $80,731+145.1% | $103,378+91.4% | $74,400+166.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 22.65% | 27.56%-4.9pp | 24.91%-2.3pp | 1367.51%-1344.9pp |
| Employer contribution / active EE | $15,569 | $3,159+392.8% | $3,870+302.3% | $2,624+493.2% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $21 | $2,369-99.1% | $8,401-99.7% | $1,944-98.9% |