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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $7,813 |
C E S INS AGENCY INC2+ years Service code 53 · EIN 04-2865307 | Insurance Commissions | $2,484 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,080 |
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 | $48,243 | $43,423+11.1% | $78,676-38.7% | $55,167-12.6% |
| Participation rate | 92.7% | 68.0%+24.7pp | 73.6%+19.2pp | 69.0%+23.7pp |
| Annual return | 6.14% | 11.53%-5.4pp | 62.19%-56.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $2,140 | $1,997+7.2% | $2,850-24.9% | $1,963+9.1% |
| Participant deferral / active EE | $2,374 | $2,509-5.4% | $3,517-32.5% | $3,054-22.3% |
| Admin fee / account holder | $6 | $416-98.5% | $4,510-99.9% | $504-98.8% |