Filed April 9, 2018
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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK10+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $139,221 |
Service code 37 · EIN 04-2647786 | Loan Processing | $68,202 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,911 | $119,446-3.0% | $150,045-22.7% | $85,563+35.5% |
| Participation rate | 86.8% | 75.4%+11.4pp | 82.3%+4.5pp | 66.0%+20.8pp |
| Annual return | 19.20% | 23.72%-4.5pp | 62.55%-43.4pp | 31.51%-12.3pp |
| Employer contribution / active EE | $5,345 | $4,078+31.1% | $4,693+13.9% | $2,654+101.4% |
| Participant deferral / active EE | $10,391 | $7,985+30.1% | $7,997+29.9% | $4,375+137.5% |
| Admin fee / account holder | $221 | $548-59.7% | $13,435-98.4% | $834-73.6% |