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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $28,098 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,970 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,930 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,831 | $58,512+58.7% | $84,020+10.5% | $72,983+27.2% |
| Participation rate | 92.0% | 61.2%+30.8pp | 69.0%+23.0pp | 69.5%+22.5pp |
| Annual return | 24.18% | 28.93%-4.8pp | 71.31%-47.1pp | 81.01%-56.8pp |
| Employer contribution / active EE | $702 | $1,163-39.6% | $1,984-64.6% | $2,440-71.2% |
| Participant deferral / active EE | $5,942 | $2,394+148.2% | $3,239+83.5% | $3,608+64.7% |
| Admin fee / account holder | $479 | $4,569-89.5% | $6,101-92.1% | $5,124-90.6% |