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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES INC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $20,294 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,729 | $98,760-43.6% | $149,710-62.8% | $79,860-30.2% |
| Participation rate | 87.2% | 75.8%+11.5pp | 82.5%+4.8pp | 69.6%+17.6pp |
| Annual return | 17.54% | 27.43%-9.9pp | 276.63%-259.1pp | 31.72%-14.2pp |
| Employer contribution / active EE | $3,399 | $3,217+5.7% | $4,645-26.8% | $2,471+37.6% |
| Participant deferral / active EE | $6,792 | $5,681+19.6% | $6,842-0.7% | $3,740+81.6% |
| Admin fee / account holder | $245 | $6,053-96.0% | $9,309-97.4% | $5,306-95.4% |