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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) | $26,008 |
Service code 64 | Recordkeeping Fees | $8,231 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,204 | $105,210-38.0% | $159,487-59.1% | $85,851-24.0% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.8%+5.7pp | 69.3%+19.2pp |
| Annual return | 17.86% | 45.08%-27.2pp | 263.71%-245.9pp | 318.63%-300.8pp |
| Employer contribution / active EE | $3,937 | $3,319+18.6% | $4,831-18.5% | $2,565+53.5% |
| Participant deferral / active EE | $7,756 | $5,946+30.4% | $7,354+5.5% | $3,952+96.2% |
| Admin fee / account holder | $344 | $6,934-95.0% | $10,804-96.8% | $6,261-94.5% |