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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $34,609 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,625 | $101,653-42.3% | $147,080-60.1% | $74,459-21.3% |
| Participation rate | 72.3% | 75.6%-3.2pp | 82.2%-9.9pp | 67.2%+5.1pp |
| Annual return | 13.88% | 8754.98%-8741.1pp | 420.17%-406.3pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $2,119 | $3,813-44.4% | $4,933-57.0% | $2,626-19.3% |
| Participant deferral / active EE | $5,262 | $7,304-28.0% | $8,066-34.8% | $4,350+21.0% |
| Admin fee / account holder | $5 | $1,752-99.7% | $12,989-100.0% | $1,945-99.7% |