Filed August 7, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,042 |
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $16,591 |
Filed as: ACCREDITED INVESTOR SERVICES LLC Service code 27 · EIN 26-3557398 | Advisory (Plan) | $16,590 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $197,180 | $102,514+92.3% | $97,995+101.2% | $62,292+216.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 13.44% | 32.43%-19.0pp | 23.94%-10.5pp | 28.90%-15.5pp |
| Employer contribution / active EE | $5,852 | $3,689+58.6% | $4,158+40.7% | $2,042+186.6% |
| Participant deferral / active EE | $6,128 | $5,308+15.5% | $5,097+20.2% | $3,169+93.4% |
| Admin fee / account holder | $519 | $378+37.2% | $5,943-91.3% | $479+8.3% |