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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH FINANCIAL Service code 27 · EIN 04-2675571 | Advisory (Plan) | $16,505 |
LINSCO/PRIVATE LEDGER CORP6+ years Filed as: LINSCO/PRIVATE LEDGER Service code 27 · EIN 02-0366808 | Advisory (Plan) | $15,665 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,508 | $52,293+59.7% | $178,499-53.2% | $73,412+13.8% |
| Participation rate | 55.0% | 65.3%-10.4pp | 81.9%-27.0pp | 72.2%-17.2pp |
| Annual return | 20.75% | 34.75%-14.0pp | 151.10%-130.4pp | 59.30%-38.5pp |
| Employer contribution / active EE | $1,530 | $1,735-11.8% | $5,011-69.5% | $2,234-31.5% |
| Participant deferral / active EE | $2,823 | $2,332+21.0% | $5,202-45.7% | $3,806-25.8% |
| Admin fee / account holder | $85 | $127-33.2% | $13,986-99.4% | $158-46.1% |