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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, LLC2 years Filed as: COMPASS 360 Service code 13 · EIN 81-1939215 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Contract Administrator | $29,963 |
Filed as: ADVISED ASSETS GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,458 |
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 | $196,535 | $93,131+111.0% | $106,555+84.4% | $86,821+126.4% |
| Participation rate | 95.1% | 81.4%+13.6pp | 76.1%+18.9pp | 72.3%+22.8pp |
| Annual return | 16.18% | 19.45%-3.3pp | 26.80%-10.6pp | 97.94%-81.8pp |
| Employer contribution / active EE | $5,985 | $2,895+106.7% | $2,819+112.3% | $2,406+148.7% |
| Participant deferral / active EE | $10,597 | $4,708+125.1% | $4,399+140.9% | $4,132+156.5% |
| Admin fee / account holder | $286 | $145+96.8% | $7,408-96.1% | $170+68.4% |