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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY Service code 27 · EIN 04-6558834 23 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $15,242 |
4 funds of $250K or more; 16 lines in all, holding $3.7M of the plan's $3.7M. From the 2024 filing. Recordkeeper: Spectrum Employee Benefits.
Target-date series: American Funds Target Date, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $1.6M | 42.2% |
| Growth Fund OF America Capital Group · Mutual fund | $1.0M | 27.9% |
| American Funds Fundamental Investors Capital Group · Mutual fund | $317K | 8.5% |
| New Perspective Fund Capital Group · Mutual fund | $133K | 3.6% |
| American Funds Capital Group · Mutual fund | $130K | 3.5% |
| Amcap Fund Capital Group · Mutual fund | $124K | 3.3% |
| Intermediate Bond Fund OF America Capital Group · Mutual fund | $118K | 3.2% |
| Eupac Fund Capital Group · Mutual fund | $97K | 2.6% |
| Smallcap World Fund Inc Capital Group · Mutual fund | $60K | 1.6% |
| Capital World Bond Fund Capital Group · Mutual fund | $42K | 1.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.