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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $15,892 |
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 | $74,493 | $65,322+14.0% | $70,449+5.7% | $73,488+1.4% |
| Participation rate | 94.0% | 77.0%+17.0pp | 75.1%+18.9pp | 70.7%+23.3pp |
| Annual return | 3.26% | 15.71%-12.5pp | 109.03%-105.8pp | 28.51%-25.3pp |
| Employer contribution / active EE | $4,630 | $2,460+88.3% | $2,737+69.2% | $2,270+104.0% |
| Participant deferral / active EE | $4,548 | $3,375+34.8% | $3,709+22.6% | $3,740+21.6% |
| Admin fee / account holder | $48 | $214-77.4% | $3,845-98.7% | $513-90.6% |