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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 27 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $5,276 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,894 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,615 | $101,653-76.8% | $147,080-83.9% | $74,459-68.3% |
| Participation rate | 54.6% | 75.6%-20.9pp | 82.2%-27.6pp | 67.2%-12.6pp |
| Annual return | 0.00% | 8754.98%-8755.0pp | 420.17%-420.2pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $1,438 | $3,813-62.3% | $4,933-70.9% | $2,626-45.2% |
| Participant deferral / active EE | $2,473 | $7,304-66.1% | $8,066-69.3% | $4,350-43.2% |
| Admin fee / account holder | $100 | $1,752-94.3% | $12,989-99.2% | $1,945-94.9% |