Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $98,776-43.6% | $149,745-62.8% | $79,856-30.2% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.5%+4.8pp | 69.6%+17.6pp |
| Annual return | 17.54% | 27.38%-9.8pp | 276.72%-259.2pp | 31.71%-14.2pp |
| Employer contribution / active EE | $3,399 | $3,217+5.6% | $4,646-26.8% | $2,471+37.5% |
| Participant deferral / active EE | $6,792 | $5,681+19.5% | $6,843-0.8% | $3,741+81.6% |
| Admin fee / account holder | $245 | $6,053-96.0% | $9,312-97.4% | $5,306-95.4% |