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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,327 |
COMMONWEALTH FINANCIAL NETWORK9+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $15,927 |
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 | $52,363 | $60,393-13.3% | $81,820-36.0% | $74,429-29.6% |
| Participation rate | 82.7% | 62.9%+19.8pp | 72.4%+10.3pp | 67.2%+15.5pp |
| Annual return | 8.81% | 16.89%-8.1pp | 777.93%-769.1pp | 1368.38%-1359.6pp |
| Employer contribution / active EE | $2,364 | $2,626-10.0% | $2,915-18.9% | $2,625-9.9% |
| Participant deferral / active EE | $2,693 | $3,397-20.7% | $4,323-37.7% | $4,348-38.1% |
| Admin fee / account holder | $184 | $1,491-87.6% | $7,391-97.5% | $1,944-90.5% |