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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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,105+15.9% | $68,368-20.1% | $67,986-19.7% |
| Participation rate | 85.2% | 51.8%+33.4pp | 73.8%+11.5pp | 57.2%+28.0pp |
| Annual return | 10.66% | 48.37%-37.7pp | 292.57%-281.9pp | 31.67%-21.0pp |
| Employer contribution / active EE | $2,753 | $1,859+48.1% | $2,649+3.9% | $2,019+36.4% |
| Participant deferral / active EE | $3,081 | $2,374+29.8% | $4,123-25.3% | $3,358-8.2% |
| Admin fee / account holder | $190 | $2,435-92.2% | $5,150-96.3% | $3,203-94.1% |