Filed November 8, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION6+ years Service code 13 · EIN 04-3222046 700 DISTRICT AVENUE · BURLINGTON, MA 01803 | Contract Administrator | $31,966 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,780 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 27 · EIN 04-2675571 ONE UNIVERSITY PLACE · WALTHAM, MA 02453 | Advisory (Plan) | $10,656 |
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 | $94,299 | $66,124+42.6% | $90,461+4.2% | $73,497+28.3% |
| Participation rate | 98.7% | 69.7%+29.0pp | 72.7%+26.0pp | 70.7%+28.0pp |
| Annual return | 15.22% | 17.65%-2.4pp | 1294.76%-1279.5pp | 28.51%-13.3pp |
| Employer contribution / active EE | $3,820 | $2,346+62.8% | $3,264+17.0% | $2,270+68.3% |
| Participant deferral / active EE | $9,118 | $3,039+200.0% | $3,964+130.0% | $3,740+143.8% |
| Admin fee / account holder | $268 | $396-32.3% | $5,617-95.2% | $513-47.7% |