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 NETWORK2+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $15,644 |
WARE, HOWELL, STRICKLAND1 year Service code 10 · EIN 63-0510739 | Accounting | $5,915 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,512 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $11,668 | $63,314-81.6% | $91,004-87.2% | $62,293-81.3% |
| Participation rate | 74.1% | 73.3%+0.8pp | 75.6%-1.5pp | 69.5%+4.6pp |
| Annual return | 11.33% | 21.00%-9.7pp | 4.60%+6.7pp | 28.90%-17.6pp |
| Employer contribution / active EE | $1,245 | $1,807-31.1% | $2,456-49.3% | $2,042-39.0% |
| Participant deferral / active EE | $2,438 | $2,944-17.2% | $3,548-31.3% | $3,169-23.1% |
| Admin fee / account holder | $79 | $468-83.0% | $5,417-98.5% | $479-83.4% |