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| Provider | Service type | Compensation |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $8,214 |
BENEFIT PROFESSIONALS, INC.1+ years Filed as: BENEFIT PROFESSIONALS, INC Service code 37 · EIN 63-0913824 | Loan Processing | $7,900 |
COMMONWEALTH FINANCIAL NETWORK1+ years Filed as: COMMONWEALTH FIN NETWORK Service code 26 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $6,758 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,051 | $45,283-80.0% | $155,789-94.2% | $52,331-82.7% |
| Participation rate | 54.7% | 62.2%-7.5pp | 76.1%-21.4pp | 68.1%-13.4pp |
| Annual return | -0.54% | 1.80%-2.3pp | 71.54%-72.1pp | 4.54%-5.1pp |
| Employer contribution / active EE | $173 | $1,329-87.0% | $3,839-95.5% | $1,882-90.8% |
| Participant deferral / active EE | $1,272 | $2,854-55.5% | $4,798-73.5% | $3,022-57.9% |
| Admin fee / account holder | $134 | $981-86.4% | $7,477-98.2% | $592-77.4% |