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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES INC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $24,245 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,375 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,706 | $85,766-45.5% | $136,298-65.7% | $70,126-33.4% |
| Participation rate | 79.0% | 74.2%+4.9pp | 81.9%-2.9pp | 69.5%+9.5pp |
| Annual return | 12.87% | 31.46%-18.6pp | 5156.27%-5143.4pp | 73.15%-60.3pp |
| Employer contribution / active EE | $3,916 | $2,966+32.0% | $4,696-16.6% | $2,343+67.2% |
| Participant deferral / active EE | $7,903 | $5,051+56.5% | $6,247+26.5% | $3,332+137.2% |
| Admin fee / account holder | $227 | $5,421-95.8% | $9,244-97.5% | $4,645-95.1% |