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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 33 29 SAWYER ROAD · WALTHAM, MA 024533483 | Other fees; Securities brokerage | $84,204 |
SUMMIT FINANCIAL CORPORATION4+ years Service code 13 700 DISTRICT AVENUE · BURLINGTON, MA 01803 | Contract Administrator | $24,060 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER Service code 10 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $7,100 |
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 | $40,041 | $65,118-38.5% | $76,768-47.8% | $55,725-28.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -0.88% | -1.27%+0.4pp | 2.43%-3.3pp | 244.93%-245.8pp |
| Employer contribution / active EE | $3,963 | $1,941+104.2% | $2,485+59.5% | $2,078+90.7% |
| Participant deferral / active EE | $7,616 | $3,688+106.5% | $3,852+97.7% | $3,356+127.0% |
| Admin fee / account holder | $172 | $116+48.2% | $6,675-97.4% | $115+49.1% |