Retirement plan

SERVICENET INC. EMPLOYEE RETIREMENT PLAN

Name: SERVICENET - SERVICENET INC. EMPLOYEE RETIREMENT PLAN (2016) Form 5500
Creator: SERVICENET
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SERVICENET INC. EMPLOYEE RETIREMENT PLAN, SERVICENET

SERVICENETEIN 04-2526194Plan #001PY 2016

129 KING STREET - NORTHAMPTON, MA 010603258413-582-9519servicenet.orgLinkedIn1001-5000 employeesmental health care

Prospect flagsLow participationCorrective distributions

Top hat statement on fileNQDC

Filed January 13, 2026

Plan administrator

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21 Olander Drive

Northampton, MA 01060

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Plans declared (1)

457B10 emp

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Total assets (EOY)

$14.6M

+10.6% from 2015

Total participants

1,638

+3.7% from 2015

Average account balance

$16,008

-2.2% from 2015

Annual return

8.10%

+8.77 pp from 2015

Benchmarks

See 1,286 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,286 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$30.71M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$19K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,615

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

54.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.71%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$130

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
BPAS2+ years Service code 15 · EIN 16-1503696	Recordkeeping	$81,063

Plan features & details

Pension benefit codes2E2G2K2M2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$81K

$53 / participant

Investment mgmt$21K25.5%
Contract admin$58K72.1%
Other / not subdivided$2K2.4%

% of EOY assets

0.557%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ALEXANDER, ARONSON, FINNING & CO PC
Auditor EIN: 042511780
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,008

$37,213-57.0%

$156,551-89.8%

$63,975-75.0%

Participation rate

52.0%

65.0%-12.9pp

84.0%-32.0pp

71.1%-19.1pp

Annual return

8.10%

47.89%-39.8pp

32.23%-24.1pp

48.65%-40.6pp

Employer contribution / active EE

$376

$1,357-72.3%

$5,501-93.2%

$2,182-82.8%

Participant deferral / active EE

$772

$2,070-62.7%

$4,871-84.2%

$3,356-77.0%

Admin fee / account holder

$89

$56+58.4%

$13,028-99.3%

$70+26.6%

Provider

Service type

Compensation

BPAS2+ years

Service code 15 · EIN 16-1503696

Recordkeeping

$81,063

SERVICENET INC. EMPLOYEE RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SERVICENET INC. EMPLOYEE RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion