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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 27 · EIN 13-1624203 | Advisory (Plan) | $7,742 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,158 | $52,467+24.2% | $57,179+14.0% | $55,167+18.1% |
| Participation rate | 98.1% | 75.8%+22.3pp | 75.3%+22.8pp | 69.0%+29.1pp |
| Annual return | 0.89% | 7.72%-6.8pp | 14.59%-13.7pp | 169.23%-168.3pp |
| Employer contribution / active EE | $3,427 | $2,477+38.4% | $2,682+27.8% | $1,963+74.6% |
| Participant deferral / active EE | $3,258 | $2,830+15.1% | $3,096+5.2% | $3,054+6.7% |
| Admin fee / account holder | $39 | $269-85.5% | $3,139-98.8% | $504-92.3% |