Filed May 28, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $58,172 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,825 |
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 | $61,495 | $48,064+27.9% | $78,778-21.9% | $69,631-11.7% |
| Participation rate | 72.8% | 61.6%+11.2pp | 69.2%+3.6pp | 70.7%+2.1pp |
| Annual return | 16.96% | 21.81%-4.9pp | 35.62%-18.7pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $459 | $744-38.2% | $1,986-76.9% | $2,032-77.4% |
| Participant deferral / active EE | $2,629 | $2,079+26.5% | $2,958-11.1% | $3,224-18.4% |
| Admin fee / account holder | $87 | $152-43.1% | $5,134-98.3% | $110-21.6% |