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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 27 · EIN 47-3921590 | Advisory (Plan) | $29,267 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,997 |
INFINITY FINANCIAL SERVICES1+ years Filed as: INFINITY SECURITIES INC Service code 27 · EIN 68-0642587 | Advisory (Plan) | $12,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,536 | $22,714+56.5% | $59,496-40.3% | $55,191-35.6% |
| Participation rate | 25.0% | 37.5%-12.5pp | 54.6%-29.6pp | 69.2%-44.2pp |
| Annual return | -1.15% | -44.01%+42.9pp | 182.05%-183.2pp | 10.78%-11.9pp |
| Employer contribution / active EE | $0 | $418-100.0% | $1,153-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $998 | $843+18.4% | $1,829-45.4% | $3,046-67.2% |
| Admin fee / account holder | $327 | $83+292.0% | $2,232-85.4% | $91+259.9% |