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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 SERVICES LLC DBA COMMONWEALTH · WALTHAM, MA 024533483 | Advisory (Plan) | $57,000 |
COMPASS 360, LLC3 years Service code 13 · EIN 81-1939215 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Contract Administrator | $34,622 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,664 |
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $165,565 | $74,347+122.7% | $93,621+76.8% | $67,582+145.0% |
| Participation rate | 86.4% | 80.6%+5.8pp | 75.8%+10.5pp | 71.3%+15.1pp |
| Annual return | 27.12% | 28.07%-1.0pp | 32.76%-5.6pp | 378.57%-351.5pp |
| Employer contribution / active EE | $5,407 | $2,583+109.3% | $2,719+98.9% | $2,148+151.7% |
| Participant deferral / active EE | $9,484 | $4,060+133.6% | $4,070+133.0% | $3,539+168.0% |
| Admin fee / account holder | $293 | $123+139.1% | $7,890-96.3% | $142+106.2% |