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 NETWORK1+ years Service code 53 · EIN 04-2675571 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,648 | $46,360-44.7% | $147,617-82.6% | $52,331-51.0% |
| Participation rate | 36.1% | 64.9%-28.9pp | 84.6%-48.6pp | 68.1%-32.0pp |
| Annual return | 1.01% | 1.62%-0.6pp | 61.98%-61.0pp | 4.54%-3.5pp |
| Employer contribution / active EE | $244 | $2,126-88.5% | $5,564-95.6% | $1,882-87.0% |
| Participant deferral / active EE | $1,282 | $2,258-43.2% | $4,895-73.8% | $3,022-57.6% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |