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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) | $42,006 |
Service code 13 402 3RD STREET · WAUSAU, WI 54403 | Contract Administrator | $15,148 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,527 | $91,439-31.6% | $135,974-54.0% | $71,511-12.6% |
| Participation rate | 96.5% | 75.7%+20.8pp | 81.9%+14.6pp | 67.9%+28.5pp |
| Annual return | 16.23% | 29.90%-13.7pp | 68.30%-52.1pp | 28.86%-12.6pp |
| Employer contribution / active EE | $2,411 | $3,705-34.9% | $4,859-50.4% | $2,589-6.9% |
| Participant deferral / active EE | $5,237 | $7,093-26.2% | $7,760-32.5% | $4,291+22.1% |
| Admin fee / account holder | $90 | $1,267-92.9% | $10,767-99.2% | $1,588-94.3% |