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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) | $11,571 |
MOSS,KRUSICK & ASSOCIATES ,LLC5+ years Service code 10 501 S NEW YORK AVENUE SUITE 100 · WINTER PARK, FL 32789 | Accounting | $5,900 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $433 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $50,258 | $25,302+98.6% | $74,723-32.7% | $67,582-25.6% |
| Participation rate | 13.7% | 37.8%-24.1pp | 54.5%-40.7pp | 71.3%-57.6pp |
| Annual return | 19.35% | 10291.17%-10271.8pp | 753.18%-733.8pp | 378.57%-359.2pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $452 | $954-52.6% | $1,962-76.9% | $3,539-87.2% |
| Admin fee / account holder | $298 | $108+177.2% | $3,335-91.1% | $142+109.7% |