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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, ME 02453 | Advisory (Plan) | $13,165 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $11,054 |
CLARUS PARTNERS1 year Filed as: CLARUS PARTNERS LLC DBA Service code 10 350 E FIRST AVE STE 150 · COLUMBUS, OH 43201 | Accounting | $6,000 |
AMERICAS 401K, INC.1 year Filed as: AMERICAS 401(K), INC. Service code 13 · EIN 75-2261114 | Contract Administrator | $4,482 |
AMERICAS 401K, INC.1 year Filed as: AMERICAS 401K INC Service code 13 | Contract Administrator | $2,854 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,056 | $73,102-56.1% | $123,552-74.1% | $56,287-43.0% |
| Participation rate | 64.2% | 74.3%-10.1pp | 82.3%-18.1pp | 69.9%-5.6pp |
| Annual return | -9.16% | 3.01%-12.2pp | 119.20%-128.4pp | -9.96%+0.8pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,499 | $5,423-35.5% | $6,426-45.5% | $3,350+4.5% |
| Admin fee / account holder | $234 | $554-57.7% | $9,285-97.5% | $521-55.0% |