Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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) | $32,453 |
Service code 13 · EIN 39-1444845 402 3RD STREET · WAUSAU, WI 544030907 | Contract Administrator | $8,184 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,205 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,467 | $89,652-45.9% | $141,197-65.7% | $65,186-25.6% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.5%+11.9pp | 70.2%+24.1pp |
| Annual return | 22.04% | 32.79%-10.8pp | 71.41%-49.4pp | 29.39%-7.3pp |
| Employer contribution / active EE | $1,785 | $3,065-41.7% | $4,736-62.3% | $2,177-18.0% |
| Participant deferral / active EE | $3,974 | $5,691-30.2% | $6,710-40.8% | $3,514+13.1% |
| Admin fee / account holder | $75 | $569-86.9% | $10,265-99.3% | $847-91.2% |