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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,935 |
COMMONWEALTH FINANCIAL NETWORK10+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $16,505 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,611 | $45,900+19.0% | $94,057-41.9% | $64,340-15.1% |
| Participation rate | 85.2% | 50.6%+34.6pp | 73.3%+11.9pp | 55.2%+30.0pp |
| Annual return | 10.66% | 50.47%-39.8pp | 480.62%-470.0pp | 24.14%-13.5pp |
| Employer contribution / active EE | $2,753 | $1,612+70.8% | $2,933-6.1% | $1,862+47.9% |
| Participant deferral / active EE | $3,081 | $2,102+46.6% | $4,709-34.6% | $2,980+3.4% |
| Admin fee / account holder | $190 | $3,143-94.0% | $7,244-97.4% | $3,703-94.9% |