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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 27 · EIN 04-2675571 29 SAWYER RD., ONE · WALTHAM, MA 02453 | Advisory (Plan) | $74,173 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,502 |
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA RETIREMENT SERVICES Service code 14 5350 77 CENTER DR, STE 200 · CHARLOTTE, NC 28217 | Plan Administrator | $54,862 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2 |
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.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,910 | $122,128-74.7% | $147,080-79.0% | $199,960-84.5% |
| Participation rate | 50.6% | 78.2%-27.6pp | 82.2%-31.6pp | 72.0%-21.4pp |
| Annual return | 17.09% | 30.58%-13.5pp | 420.17%-403.1pp | 34.28%-17.2pp |
| Employer contribution / active EE | $377 | $4,093-90.8% | $4,933-92.4% | $3,036-87.6% |
| Participant deferral / active EE | $2,150 | $8,484-74.7% | $8,066-73.3% | $5,087-57.7% |
| Admin fee / account holder | $228 | $180+27.0% | $12,989-98.2% | $269-15.3% |