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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK9+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $53,275 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $52,024 |
EISNERAMPER LLP2 years Service code 10 · EIN 87-1363769 | Accounting | $30,095 |
INTAC ACTUARIAL SERVICES2 years Service code 49 · EIN 22-2446239 | Other Services | $20,555 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,133 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,260 | $91,474+182.3% | $135,982+89.9% | $71,529+261.1% |
| Participation rate | 75.6% | 75.7%0pp | 81.9%-6.3pp | 67.9%+7.7pp |
| Annual return | 17.26% | 29.89%-12.6pp | 68.32%-51.1pp | 28.97%-11.7pp |
| Employer contribution / active EE | $1,861 | $3,705-49.8% | $4,859-61.7% | $2,590-28.1% |
| Participant deferral / active EE | $11,981 | $7,095+68.9% | $7,760+54.4% | $4,291+179.2% |
| Admin fee / account holder | $1,039 | $1,267-18.0% | $10,767-90.3% | $1,588-34.6% |