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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $13,659 |
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 | $77,485 | $60,795+27.5% | $69,455+11.6% | $65,185+18.9% |
| Participation rate | 95.9% | 74.9%+21.0pp | 74.6%+21.3pp | 70.2%+25.7pp |
| Annual return | 4.81% | 17.46%-12.6pp | 28.97%-24.2pp | 29.38%-24.6pp |
| Employer contribution / active EE | $4,132 | $2,452+68.5% | $2,779+48.7% | $2,177+89.8% |
| Participant deferral / active EE | $4,062 | $3,162+28.5% | $3,535+14.9% | $3,514+15.6% |
| Admin fee / account holder | $42 | $314-86.5% | $3,839-98.9% | $847-95.0% |