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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) | $43,003 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,052 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,794 |
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 | $32,272 | $100,801-68.0% | $149,730-78.4% | $73,412-56.0% |
| Participation rate | 91.9% | 77.7%+14.2pp | 82.5%+9.4pp | 72.2%+19.7pp |
| Annual return | 28.53% | 265.34%-236.8pp | 276.70%-248.2pp | 59.30%-30.8pp |
| Employer contribution / active EE | $2,725 | $3,312-17.7% | $4,645-41.3% | $2,234+22.0% |
| Participant deferral / active EE | $4,812 | $6,404-24.9% | $6,843-29.7% | $3,806+26.4% |
| Admin fee / account holder | $228 | $181+26.0% | $9,310-97.6% | $158+44.3% |