Filed June 26, 2023 (most recent of 2 filings on file)
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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) | $710 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $564 |
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 | $30,157 | $46,173-34.7% | $170,435-82.3% | $69,631-56.7% |
| Participation rate | 94.1% | 63.9%+30.2pp | 83.6%+10.5pp | 70.7%+23.4pp |
| Annual return | 17.52% | 21.62%-4.1pp | 205.94%-188.4pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $1,971 | $1,610+22.5% | $5,432-63.7% | $2,032-3.0% |
| Participant deferral / active EE | $2,542 | $2,080+22.2% | $4,939-48.5% | $3,224-21.2% |
| Admin fee / account holder | $149 | $116+28.1% | $13,881-98.9% | $110+34.5% |