Filed October 5, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $37,770 |
CFM ADVISORS2 years Service code 27 1800 WALT WHITMAN ROAD · MELLVILLE, NY 11747 | Advisory (Plan) | $3,777 |
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,230 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,087 | $55,446+67.9% | $155,574-40.2% | $74,429+25.1% |
| Participation rate | 91.7% | 61.9%+29.8pp | 78.2%+13.5pp | 67.2%+24.5pp |
| Annual return | 12.99% | 269.20%-256.2pp | 64.87%-51.9pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $4,970 | $2,266+119.3% | $4,676+6.3% | $2,625+89.3% |
| Participant deferral / active EE | $10,056 | $2,836+254.6% | $5,629+78.6% | $4,348+131.3% |
| Admin fee / account holder | $200 | $1,743-88.5% | $15,914-98.7% | $1,944-89.7% |