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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,316 |
COMMONWEALTH FINANCIAL NETWORK8+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $14,422 |
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 | $48,121 | $58,292-17.4% | $86,640-44.5% | $71,511-32.7% |
| Participation rate | 82.1% | 65.0%+17.1pp | 71.7%+10.4pp | 67.9%+14.2pp |
| Annual return | 11.51% | 21.63%-10.1pp | 592.52%-581.0pp | 28.86%-17.3pp |
| Employer contribution / active EE | $2,175 | $2,574-15.5% | $3,024-28.1% | $2,589-16.0% |
| Participant deferral / active EE | $2,384 | $3,438-30.7% | $4,438-46.3% | $4,291-44.4% |
| Admin fee / account holder | $171 | $1,057-83.8% | $5,616-97.0% | $1,588-89.2% |