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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 | Other Fees | $65,317 |
Filed as: BEACON BENEFITS, INC. Service code 49 5 CHERRY HILL DR, STE L120 · DANVERS, MA 01923 | Other Services | $13,359 |
Service code 99 · EIN 04-2675571 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,095 | $64,176+112.1% | $112,249+21.2% | $66,938+103.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -14.88% | -13.80%-1.1pp | 27.48%-42.4pp | 1.58%-16.5pp |
| Employer contribution / active EE | $14,139 | $3,007+370.2% | $3,636+288.9% | $2,545+455.5% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $39 | $626-93.8% | $6,412-99.4% | $594-93.5% |