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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,935 |
COMMONWEALTH FINANCIAL NETWORK10+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $16,505 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,611 | $47,553+14.8% | $136,867-60.1% | $69,733-21.7% |
| Participation rate | 85.2% | 61.4%+23.9pp | 74.5%+10.7pp | 62.5%+22.8pp |
| Annual return | 10.66% | -91.50%+102.2pp | 42.97%-32.3pp | 15.22%-4.6pp |
| Employer contribution / active EE | $2,753 | $2,087+31.9% | $3,547-22.4% | $2,250+22.3% |
| Participant deferral / active EE | $3,081 | $2,300+34.0% | $4,924-37.4% | $3,054+0.9% |
| Admin fee / account holder | $190 | $3,496-94.6% | $10,340-98.2% | $3,102-93.9% |