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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 55 29 SAWYER ROAD · WALTHAM, MA 02154 | Other Commissions | $25,596 |
DOWNEAST PENSION SERVICES, INC.2+ years Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $10,000 |
BERRY DUNN2+ years Filed as: BERRY DUNN MCNEIL AND PARKER Service code 10 101 MIDDLE STREET · PORTLAND, ME 04104 | Accounting | $8,700 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,425 |
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 | $145,581 | $77,638+87.5% | $156,551-7.0% | $62,881+131.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.64% | 50.33%-44.7pp | 32.23%-26.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $7,493 | $3,444+117.6% | $5,501+36.2% | $2,281+228.5% |
| Participant deferral / active EE | $7,483 | $3,046+145.7% | $4,871+53.6% | $3,203+133.6% |
| Admin fee / account holder | $26 | $5,561-99.5% | $13,028-99.8% | $4,296-99.4% |