Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 33 29 SAWYER ROAD · WALTHAM, MA 02453 | Securities brokerage; Other fees | $28,497 |
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,487 |
SUMMIT FINANCIAL CORPORATION3+ years Service code 13 · EIN 04-3222046 700 DISTRICT AVENUE · BURLINGTON, MA 01803 | Contract Administrator | $18,903 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $178,998 | $71,192+151.4% | $117,861+51.9% | $62,293+187.3% |
| Participation rate | 96.2% | 74.2%+21.9pp | 79.7%+16.5pp | 69.5%+26.6pp |
| Annual return | 17.02% | 18.66%-1.6pp | 335.11%-318.1pp | 28.90%-11.9pp |
| Employer contribution / active EE | $758 | $1,934-60.8% | $3,786-80.0% | $2,042-62.9% |
| Participant deferral / active EE | $7,662 | $3,189+140.3% | $4,482+70.9% | $3,169+141.8% |
| Admin fee / account holder | $645 | $587+9.8% | $8,021-92.0% | $479+34.6% |