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 NETWORK1+ years Service code 27 29 SAWYER RD. · WALTHAM, ME 02154 | Advisory (Plan) | $50,712 |
Filed as: GREAT-WEST LIFE & ANNUITY CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,060 |
PA RETIREMENT SOLUTIONS, INC.1+ years Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN RD. · HARRISBURG, PA 17112 | Contract Administrator | $11,000 |
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 | $36,736 | $62,324-41.1% | $68,509-46.4% | $55,191-33.4% |
| Participation rate | 91.0% | 78.9%+12.1pp | 74.7%+16.3pp | 69.2%+21.8pp |
| Annual return | 5.07% | 4.26%+0.8pp | 8.27%-3.2pp | 10.78%-5.7pp |
| Employer contribution / active EE | $1,896 | $2,223-14.7% | $2,278-16.8% | $1,899-0.2% |
| Participant deferral / active EE | $3,172 | $3,425-7.4% | $3,382-6.2% | $3,046+4.1% |
| Admin fee / account holder | $74 | $91-19.5% | $5,275-98.6% | $91-19.0% |