Filed September 26, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 55 29 SAWYER RD · WALTHAM, MA 024533483 | Other Commissions | $15,233 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,168 | $23,385+97.4% | $69,182-33.3% | $57,658-19.9% |
| Participation rate | 24.2% | 37.9%-13.7pp | 55.1%-30.9pp | 70.2%-46.0pp |
| Annual return | 13.71% | -659.34%+673.0pp | -21.93%+35.6pp | 5.13%+8.6pp |
| Employer contribution / active EE | $168 | $422-60.3% | $1,206-86.1% | $1,974-91.5% |
| Participant deferral / active EE | $905 | $843+7.3% | $1,897-52.3% | $3,061-70.4% |
| Admin fee / account holder | $42 | $82-49.3% | $2,697-98.5% | $95-55.9% |