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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 33 29 SAWYER ROAD · WALTHAM, MA 024533483 | Securities brokerage; Other fees | $49,896 |
SUMMIT FINANCIAL CORPORATION2+ years Service code 13 700 DISTRICT AVENUE · BURLINGTON, MA 01803 | Contract Administrator | $19,322 |
CARON & BLETZER, PLLC2+ years Service code 10 | Accounting | $6,650 |
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 | $31,278 | $63,905-51.1% | $74,184-57.8% | $57,658-45.8% |
| Participation rate | 95.7% | 79.8%+16.0pp | 76.6%+19.1pp | 70.2%+25.5pp |
| Annual return | 12.02% | 60.60%-48.6pp | 17.74%-5.7pp | 5.13%+6.9pp |
| Employer contribution / active EE | $3,521 | $1,840+91.3% | $2,370+48.6% | $1,974+78.4% |
| Participant deferral / active EE | $6,377 | $3,448+84.9% | $3,550+79.7% | $3,061+108.4% |
| Admin fee / account holder | $124 | $91+36.4% | $5,586-97.8% | $95+31.4% |