Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK8+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $19,971 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM BROWN SMITH, P.C. Service code 99 · EIN 22-2027092 506 CARNEGIE CTR STE 400 · PRINCETON, NJ 08540 | Other Fees | $13,000 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $5,796 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,055 | $65,582+20.5% | $64,099+23.3% | $71,495+10.6% |
| Participation rate | 93.6% | 73.2%+20.4pp | 72.3%+21.3pp | 67.9%+25.7pp |
| Annual return | 10.66% | 18.96%-8.3pp | 33.70%-23.0pp | 28.85%-18.2pp |
| Employer contribution / active EE | $2,660 | $2,671-0.4% | $2,748-3.2% | $2,589+2.7% |
| Participant deferral / active EE | $4,791 | $3,628+32.1% | $3,881+23.4% | $4,291+11.7% |
| Admin fee / account holder | $124 | $616-79.9% | $3,070-96.0% | $1,588-92.2% |