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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH EQUITY SERVICE, LLP Service code 26 · EIN 04-2675571 | Advisory (Participants) | $31,153 |
NORTON ROSE FULBRIGHT2+ years Filed as: NORTON FINANCIAL SERVICES, INC Service code 13 | Contract Administrator | $4,681 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,487 |
Filed as: MASSACHSETTS MUTUAL LIFE INS CO Service code 60 | Sub-TA Fees | $0 |
NORTON ROSE FULBRIGHT2+ years Filed as: NORTON FINANCIAL SERVICES, INC. Service code 13 · EIN 01-0432800 275 US ROUTE ONE · CUMBERLAND FORESIDE, ME 04110 | Contract Administrator | $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 | $27,798 | $36,916-24.7% | $156,551-82.2% | $57,658-51.8% |
| Participation rate | 54.7% | 63.4%-8.7pp | 84.0%-29.3pp | 70.2%-15.5pp |
| Annual return | 8.30% | 12.38%-4.1pp | 32.23%-23.9pp | 5.13%+3.2pp |
| Employer contribution / active EE | $517 | $1,571-67.1% | $5,501-90.6% | $1,974-73.8% |
| Participant deferral / active EE | $1,443 | $1,926-25.1% | $4,871-70.4% | $3,061-52.9% |
| Admin fee / account holder | $10 | $82-87.6% | $13,028-99.9% | $95-89.2% |