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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) | $39,926 |
Service code 13 402 3RD STREET · WAUSAU, WI 54403 | Contract Administrator | $17,504 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,847 | $84,499-32.7% | $125,391-54.7% | $66,949-15.1% |
| Participation rate | 92.1% | 76.4%+15.7pp | 82.4%+9.7pp | 69.8%+22.3pp |
| Annual return | -15.27% | -8.49%-6.8pp | 572.41%-587.7pp | 1.57%-16.8pp |
| Employer contribution / active EE | $2,447 | $3,554-31.2% | $4,816-49.2% | $2,545-3.9% |
| Participant deferral / active EE | $5,269 | $6,785-22.3% | $7,448-29.3% | $4,239+24.3% |
| Admin fee / account holder | $103 | $685-85.0% | $10,009-99.0% | $594-82.7% |