Filed August 19, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 49 · EIN 04-2675571 | Other Services | $10,800 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $482 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,761 | $55,453-55.3% | $170,442-85.5% | $62,292-60.3% |
| Participation rate | 56.6% | 66.4%-9.8pp | 83.6%-27.0pp | 69.5%-12.9pp |
| Annual return | 16.75% | 21.38%-4.6pp | 205.93%-189.2pp | 28.90%-12.1pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,696 | $2,303+17.1% | $4,939-45.4% | $3,169-14.9% |
| Admin fee / account holder | $8 | $455-98.2% | $13,880-99.9% | $479-98.3% |