Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $24,862 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,706 |
ASCENSUS LLC2 years Filed as: ASCENSUS HLDGS INC DBA FUTUREPLAN Service code 13 | Contract Administrator | $8,287 |
ASCENSUS LLC2 years Filed as: ASCENSUS HLDGS INC. DBA FUTUREPLAN Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $5,647 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,367 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,099 | $59,220+85.9% | $96,570+14.0% | $79,391+38.7% |
| Participation rate | 43.8% | 61.9%-18.2pp | 69.8%-26.1pp | 70.7%-27.0pp |
| Annual return | 17.26% | 27.08%-9.8pp | 37.79%-20.5pp | 116.88%-99.6pp |
| Employer contribution / active EE | $1,594 | $1,216+31.0% | $2,357-32.4% | $2,428-34.4% |
| Participant deferral / active EE | $3,127 | $2,948+6.1% | $3,849-18.8% | $4,046-22.7% |
| Admin fee / account holder | $686 | $659+4.1% | $6,182-88.9% | $627+9.4% |