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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 55 29 SAWYER RD · WALTHAM, MA 024533483 | Other Commissions | $1,727 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,012 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,162 | $70,002-76.9% | $115,038-86.0% | $52,331-69.1% |
| Participation rate | 23.8% | 72.1%-48.3pp | 81.4%-57.6pp | 68.1%-44.3pp |
| Annual return | 2.26% | 4.04%-1.8pp | 26.14%-23.9pp | 4.54%-2.3pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,844 | $4,920-21.9% | $6,026-36.2% | $3,022+27.2% |
| Admin fee / account holder | $47 | $566-91.8% | $8,175-99.4% | $592-92.1% |