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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 33 29 SAWYER ROAD · WALTHAM, MA 02453 | Other fees; Securities brokerage | $21,618 |
SUMMIT FINANCIAL CORPORATION2+ years Service code 13 · EIN 04-3222046 700 DISTRICT AVE · BURLINGTON, MA 01803 | Contract Administrator | $16,155 |
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,964 |
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 | $16,376 | $42,582-61.5% | $171,082-90.4% | $57,658-71.6% |
| Participation rate | 79.8% | 63.9%+15.9pp | 76.7%+3.1pp | 70.2%+9.6pp |
| Annual return | 8.64% | 308.67%-300.0pp | 32.56%-23.9pp | 5.13%+3.5pp |
| Employer contribution / active EE | $1,090 | $1,306-16.6% | $4,002-72.8% | $1,974-44.8% |
| Participant deferral / active EE | $1,880 | $2,933-35.9% | $4,797-60.8% | $3,061-38.6% |
| Admin fee / account holder | $31 | $82-62.3% | $8,520-99.6% | $95-67.1% |