Filed May 28, 2025
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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $64,531 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,461 | $37,044+44.3% | $71,796-25.5% | $57,658-7.3% |
| Participation rate | 87.5% | 61.1%+26.4pp | 69.1%+18.4pp | 70.2%+17.3pp |
| Annual return | 8.93% | 12.64%-3.7pp | 78.04%-69.1pp | 5.13%+3.8pp |
| Employer contribution / active EE | $455 | $720-36.8% | $1,924-76.4% | $1,974-76.9% |
| Participant deferral / active EE | $2,992 | $1,974+51.5% | $2,794+7.1% | $3,061-2.3% |
| Admin fee / account holder | $92 | $101-8.8% | $4,815-98.1% | $95-2.6% |