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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK7+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $21,899 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,745 | $60,989+19.3% | $60,906+19.4% | $66,938+8.7% |
| Participation rate | 93.0% | 74.5%+18.6pp | 73.1%+19.9pp | 69.8%+23.2pp |
| Annual return | -10.78% | -9.60%-1.2pp | 16.94%-27.7pp | 1.58%-12.4pp |
| Employer contribution / active EE | $2,414 | $2,661-9.3% | $2,703-10.7% | $2,545-5.1% |
| Participant deferral / active EE | $4,529 | $3,615+25.3% | $3,814+18.7% | $4,238+6.9% |
| Admin fee / account holder | $76 | $338-77.5% | $3,227-97.6% | $594-87.2% |