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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Filed as: COMMONWEALTH EQUITY SERVICE, LLP Service code 26 · EIN 04-2675571 | Advisory (Participants) | $36,432 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,596 |
NORTON ROSE FULBRIGHT1+ years Filed as: NORTON FINANCIAL SERVICES, INC Service code 13 | Contract Administrator | $4,550 |
NORTON ROSE FULBRIGHT1+ years Filed as: NORTON FINANCIAL SERVICES, INC. Service code 13 · EIN 01-0432800 275 US ROUTE ONE · CUMBERLAND FORESIDE, ME 04110 | Contract Administrator | $75 |
Filed as: MASSACHSETTS MUTUAL LIFE INS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,560 | $37,117-28.4% | $147,617-82.0% | $55,191-51.9% |
| Participation rate | 52.9% | 63.6%-10.7pp | 84.6%-31.7pp | 69.2%-16.2pp |
| Annual return | 0.38% | 3.44%-3.1pp | 61.98%-61.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $462 | $1,620-71.5% | $5,564-91.7% | $1,899-75.7% |
| Participant deferral / active EE | $1,288 | $1,985-35.1% | $4,895-73.7% | $3,046-57.7% |
| Admin fee / account holder | $24 | $86-72.1% | $11,612-99.8% | $91-73.7% |