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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,063 |
COMMONWEALTH FINANCIAL NETWORK7+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $15,056 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,263 | $51,223-9.7% | $82,763-44.1% | $66,949-30.9% |
| Participation rate | 73.7% | 67.9%+5.8pp | 72.6%+1.1pp | 69.8%+3.9pp |
| Annual return | -11.58% | -9.85%-1.7pp | 702.45%-714.0pp | 1.57%-13.1pp |
| Employer contribution / active EE | $2,098 | $2,611-19.6% | $3,008-30.3% | $2,545-17.6% |
| Participant deferral / active EE | $2,543 | $3,460-26.5% | $4,395-42.1% | $4,239-40.0% |
| Admin fee / account holder | $179 | $415-56.8% | $5,325-96.6% | $594-69.8% |