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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $34,590 |
Service code 13 · EIN 39-1444845 402 3RD STREET · WAUSAU, WI 544030907 | Contract Administrator | $9,394 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,131 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,441 | $99,957-46.5% | $149,745-64.3% | $73,497-27.3% |
| Participation rate | 93.4% | 75.7%+17.7pp | 82.5%+11.0pp | 70.7%+22.8pp |
| Annual return | 12.58% | 53.87%-41.3pp | 276.72%-264.1pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,664 | $3,191-47.9% | $4,646-64.2% | $2,270-26.7% |
| Participant deferral / active EE | $3,600 | $6,073-40.7% | $6,843-47.4% | $3,740-3.7% |
| Admin fee / account holder | $100 | $551-81.8% | $9,312-98.9% | $513-80.4% |