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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $3,766 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 61 · EIN 04-2675571 | Finders' fees / placement fees | $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.
Annual investment return 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 | $67,560 | $53,412+26.5% | $68,509-1.4% | $52,331+29.1% |
| Participation rate | 35.8% | 71.7%-35.8pp | 74.7%-38.9pp | 68.1%-32.3pp |
| Annual return | -2.06% | 3.42%-5.5pp | 8.27%-10.3pp | 4.54%-6.6pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,654 | $2,688-38.4% | $3,382-51.1% | $3,022-45.3% |
| Admin fee / account holder | $84 | $461-81.8% | $5,275-98.4% | $592-85.9% |