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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $18,127 |
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.
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 | $35,049 | $47,977-26.9% | $154,107-77.3% | $56,287-37.7% |
| Participation rate | 38.0% | 66.2%-28.2pp | 83.0%-45.0pp | 69.9%-31.9pp |
| Annual return | -6.55% | 3.54%-10.1pp | 735.12%-741.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $141 | $2,169-93.5% | $5,298-97.3% | $2,111-93.3% |
| Participant deferral / active EE | $1,751 | $2,392-26.8% | $5,081-65.5% | $3,350-47.7% |
| Admin fee / account holder | $201 | $438-54.0% | $13,411-98.5% | $521-61.3% |