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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 33 29 SAWYER ROAD · WALTHAM, MA 024533483 | Other fees; Securities brokerage | $111,574 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 | Recordkeeping Fees | $68,271 |
Filed as: ADVISED ASSETS GROUP Service code 28 | Investment Management | $12,196 |
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 | $55,581 | $79,519-30.1% | $95,960-42.1% | $73,412-24.3% |
| Participation rate | 98.4% | 81.2%+17.2pp | 77.1%+21.3pp | 72.2%+26.2pp |
| Annual return | 23.44% | 19.20%+4.2pp | 91.63%-68.2pp | 59.30%-35.9pp |
| Employer contribution / active EE | $4,012 | $2,048+95.9% | $2,541+57.9% | $2,234+79.6% |
| Participant deferral / active EE | $8,048 | $4,138+94.5% | $4,167+93.2% | $3,806+111.5% |
| Admin fee / account holder | $161 | $184-12.7% | $6,797-97.6% | $158+2.0% |