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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Fees | $17,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,118 | $73,532-26.4% | $178,540-69.7% | $74,459-27.3% |
| Participation rate | 54.8% | 66.6%-11.8pp | 77.1%-22.3pp | 67.2%-12.4pp |
| Annual return | 13.36% | 17.51%-4.1pp | 27.15%-13.8pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $1,290 | $2,221-41.9% | $3,953-67.4% | $2,626-50.9% |
| Participant deferral / active EE | $2,229 | $4,519-50.7% | $6,281-64.5% | $4,350-48.8% |
| Admin fee / account holder | $28 | $1,813-98.5% | $10,424-99.7% | $1,945-98.6% |