Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $30,421 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,463 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $23,827 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Contract Administrator | $8,648 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,168 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,958 | $91,474+77.1% | $135,982+19.1% | $71,529+126.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 18.42% | 29.89%-11.5pp | 68.32%-49.9pp | 28.97%-10.5pp |
| Employer contribution / active EE | $220 | $3,705-94.1% | $4,859-95.5% | $2,590-91.5% |
| Participant deferral / active EE | $10,801 | $7,095+52.2% | $7,760+39.2% | $4,291+151.7% |
| Admin fee / account holder | $374 | $1,267-70.5% | $10,767-96.5% | $1,588-76.5% |