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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $15,915 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,423 | $72,254-74.5% | $86,677-78.7% | $64,808-71.6% |
| Participation rate | 49.8% | 80.4%-30.6pp | 76.6%-26.7pp | 71.5%-21.6pp |
| Annual return | -15.75% | 392.42%-408.2pp | 35.91%-51.7pp | 32.82%-48.6pp |
| Employer contribution / active EE | $866 | $2,393-63.8% | $2,836-69.5% | $2,506-65.4% |
| Participant deferral / active EE | $1,325 | $4,658-71.6% | $4,656-71.5% | $4,310-69.3% |
| Admin fee / account holder | $3 | $174-98.1% | $7,493-100.0% | $188-98.2% |