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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 55 29 SAWYER RD · WALTHAM, MA 024533483 | Other Commissions | $3,556 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $925 |
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 | $17,277 | $75,183-77.0% | $123,894-86.1% | $55,167-68.7% |
| Participation rate | 23.6% | 72.8%-49.2pp | 81.4%-57.8pp | 69.0%-45.4pp |
| Annual return | 10.42% | 19.01%-8.6pp | 47.52%-37.1pp | 169.23%-158.8pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,011 | $5,084-40.8% | $5,984-49.7% | $3,054-1.4% |
| Admin fee / account holder | $18 | $663-97.3% | $8,357-99.8% | $504-96.5% |