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 NETWORK3+ years Service code 33 29 SAWYER ROAD · WALTHAM, MA 024533483 | Other fees; Securities brokerage | $68,756 |
SUMMIT FINANCIAL CORPORATION3+ years Service code 13 700 DISTRICT AVENUE · BURLINGTON, MA 01803 | Contract Administrator | $21,330 |
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 | $40,511 | $69,305-41.5% | $82,312-50.8% | $69,631-41.8% |
| Participation rate | 95.2% | 80.3%+14.9pp | 76.9%+18.3pp | 70.7%+24.5pp |
| Annual return | 28.56% | 21.47%+7.1pp | 25.88%+2.7pp | 27571.02%-27542.5pp |
| Employer contribution / active EE | $3,610 | $1,887+91.4% | $2,428+48.7% | $2,032+77.6% |
| Participant deferral / active EE | $6,777 | $3,568+89.9% | $3,706+82.9% | $3,224+110.2% |
| Admin fee / account holder | $138 | $97+41.8% | $5,608-97.5% | $110+24.8% |