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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 99 · EIN 04-2675571 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,337 | $72,770-66.6% | $67,652-64.0% | $55,191-55.9% |
| Participation rate | 68.4% | 78.8%-10.4pp | 75.7%-7.3pp | 69.2%-0.8pp |
| Annual return | -1.50% | -3.26%+1.8pp | 6625.40%-6626.9pp | 10.78%-12.3pp |
| Employer contribution / active EE | $868 | $1,769-51.0% | $2,266-61.7% | $1,899-54.3% |
| Participant deferral / active EE | $1,750 | $3,408-48.6% | $3,560-50.8% | $3,046-42.5% |
| Admin fee / account holder | $31 | $79-60.3% | $4,821-99.4% | $91-65.5% |