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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 55 29 SAWYER ROAD · WALTHAM, MA 02154 | Other Commissions | $28,934 |
DOWNEAST PENSION SERVICES, INC.1+ years Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $10,900 |
BERRY DUNN1+ years Filed as: BERRY DUNN MCNEIL AND PARKER Service code 10 101 MIDDLE STREET · PORTLAND, ME 04104 | Accounting | $8,400 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,291 |
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 | $133,323 | $75,832+75.8% | $147,617-9.7% | $59,633+123.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.24% | 0.37%-0.1pp | 61.98%-61.7pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $7,591 | $3,485+117.8% | $5,564+36.4% | $2,203+244.6% |
| Participant deferral / active EE | $7,958 | $3,131+154.2% | $4,895+62.6% | $3,192+149.3% |
| Admin fee / account holder | $22 | $5,986-99.6% | $11,612-99.8% | $4,297-99.5% |