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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 02154 | Advisory (Plan) | $85,452 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,519 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,356 | $79,519-39.2% | $95,956-49.6% | $73,412-34.1% |
| Participation rate | 85.5% | 81.2%+4.3pp | 77.1%+8.4pp | 72.2%+13.3pp |
| Annual return | 20.20% | 19.20%+1.0pp | 91.63%-71.4pp | 59.30%-39.1pp |
| Employer contribution / active EE | $3,074 | $2,048+50.1% | $2,541+21.0% | $2,234+37.6% |
| Participant deferral / active EE | $7,168 | $4,138+73.2% | $4,167+72.0% | $3,806+88.4% |
| Admin fee / account holder | $116 | $184-36.8% | $6,797-98.3% | $158-26.3% |