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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) | $38,617 |
Service code 13 402 3RD STREET · WAUSAU, WI 54403 | Contract Administrator | $17,471 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,382 | $104,479-37.4% | $159,474-59.0% | $79,391-17.6% |
| Participation rate | 93.9% | 76.6%+17.3pp | 82.8%+11.1pp | 70.7%+23.2pp |
| Annual return | 16.46% | 67.98%-51.5pp | 263.68%-247.2pp | 116.88%-100.4pp |
| Employer contribution / active EE | $2,188 | $3,417-36.0% | $4,831-54.7% | $2,428-9.9% |
| Participant deferral / active EE | $4,573 | $6,468-29.3% | $7,353-37.8% | $4,046+13.0% |
| Admin fee / account holder | $98 | $711-86.2% | $10,802-99.1% | $627-84.3% |