Filed May 28, 2025
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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $68,207 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,425 |
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 | $55,141 | $35,485+55.4% | $74,552-26.0% | $55,725-1.0% |
| Participation rate | 89.2% | 62.5%+26.6pp | 69.1%+20.0pp | 70.9%+18.3pp |
| Annual return | -5.91% | 0.72%-6.6pp | 32.53%-38.4pp | 244.93%-250.8pp |
| Employer contribution / active EE | $536 | $777-31.1% | $1,961-72.7% | $2,078-74.2% |
| Participant deferral / active EE | $3,323 | $2,181+52.4% | $3,108+6.9% | $3,356-1.0% |
| Admin fee / account holder | $99 | $114-13.5% | $5,060-98.0% | $115-14.1% |