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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY Service code 27 SERVICES LLC DBA COMMONWEALTH · WALTHAM, MA 024533483 | Advisory (Plan) | $57,000 |
COMPASS 360, LLC1 year Filed as: COMPASS 360 Service code 13 · EIN 81-1939215 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Contract Administrator | $40,206 |
Filed as: ADVISED ASSETS GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,213 |
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,710 | $85,135+109.9% | $98,920+80.7% | $73,412+143.4% |
| Participation rate | 98.0% | 81.1%+16.9pp | 76.0%+22.0pp | 72.2%+25.8pp |
| Annual return | 15.30% | 19.14%-3.8pp | 196.47%-181.2pp | 59.30%-44.0pp |
| Employer contribution / active EE | $5,795 | $2,721+113.0% | $2,689+115.5% | $2,234+159.4% |
| Participant deferral / active EE | $9,931 | $4,349+128.3% | $4,245+133.9% | $3,806+160.9% |
| Admin fee / account holder | $289 | $139+107.6% | $6,643-95.6% | $158+83.1% |