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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $6,935 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,571 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,209 | $73,863-76.7% | $143,797-88.0% | $68,490-74.9% |
| Participation rate | 59.4% | 66.7%-7.3pp | 80.3%-20.9pp | 67.9%-8.5pp |
| Annual return | -15.36% | 0.91%-16.3pp | -0.04%-15.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $290 | $3,185-90.9% | $4,952-94.1% | $2,597-88.8% |
| Participant deferral / active EE | $1,302 | $3,385-61.5% | $5,638-76.9% | $4,028-67.7% |
| Admin fee / account holder | $199 | $5,756-96.5% | $14,679-98.6% | $5,403-96.3% |