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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,548 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $15,212 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,732 | $63,768-15.7% | $98,483-45.4% | $79,391-32.3% |
| Participation rate | 82.3% | 69.9%+12.5pp | 73.3%+9.0pp | 70.7%+11.6pp |
| Annual return | 8.64% | 626.18%-617.5pp | 1494.38%-1485.7pp | 116.88%-108.2pp |
| Employer contribution / active EE | $2,125 | $2,558-16.9% | $2,961-28.2% | $2,428-12.5% |
| Participant deferral / active EE | $2,469 | $3,305-25.3% | $4,276-42.3% | $4,046-39.0% |
| Admin fee / account holder | $184 | $516-64.3% | $5,953-96.9% | $627-70.6% |