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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 DBA COMMONWEALTH · WALTHAM, MA 024533483 | Advisory (Plan) | $58,903 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA Service code 13 5350 SEVENTY SEVEN CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $33,798 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 383 MADISON AVENUE · MANHATTAN, NY 10017 | Recordkeeping Fees | $11,092 |
MARCUM LLP1 year Service code 10 155 S MAIN ST STE 100 · PROVIDENCE, RI 02903 | Accounting | $1,681 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,487 | $89,093-35.5% | $102,434-43.9% | $77,736-26.0% |
| Participation rate | 99.7% | 80.9%+18.8pp | 76.5%+23.2pp | 70.6%+29.1pp |
| Annual return | 14.09% | 25.03%-10.9pp | 29.46%-15.4pp | 31.26%-17.2pp |
| Employer contribution / active EE | $4,430 | $2,699+64.1% | $3,023+46.5% | $2,728+62.4% |
| Participant deferral / active EE | $7,049 | $5,147+37.0% | $5,055+39.5% | $4,651+51.6% |
| Admin fee / account holder | $223 | $236-5.5% | $9,462-97.6% | $433-48.5% |