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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) | $12,192 |
Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01867 | Contract Administrator | $1,720 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL NEW ENGLAND Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01867 | Contract Administrator | $875 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34 |
Filed as: GREAT WEST LIFE & ANNUITY 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,698 | $35,986+2.0% | $77,513-52.7% | $73,493-50.1% |
| Participation rate | 62.7% | 40.8%+21.9pp | 54.2%+8.5pp | 70.7%-8.0pp |
| Annual return | 17.62% | 19.26%-1.6pp | 54.81%-37.2pp | 28.51%-10.9pp |
| Employer contribution / active EE | $946 | $557+69.8% | $987-4.1% | $2,270-58.3% |
| Participant deferral / active EE | $1,454 | $1,198+21.4% | $1,861-21.9% | $3,740-61.1% |
| Admin fee / account holder | $0 | $466-100.0% | $2,859-100.0% | $513-100.0% |