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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $40,541 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,350 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,941 |
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 | $101,439 | $99,957+1.5% | $149,745-32.3% | $73,497+38.0% |
| Participation rate | 91.8% | 75.7%+16.1pp | 82.5%+9.4pp | 70.7%+21.2pp |
| Annual return | 62.32% | 53.87%+8.5pp | 276.72%-214.4pp | 28.51%+33.8pp |
| Employer contribution / active EE | $2,259 | $3,191-29.2% | $4,646-51.4% | $2,270-0.5% |
| Participant deferral / active EE | $10,251 | $6,073+68.8% | $6,843+49.8% | $3,740+174.1% |
| Admin fee / account holder | $193 | $551-64.9% | $9,312-97.9% | $513-62.3% |