Filed January 1, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $39,661 |
COMMONWEALTH FINANCIAL NETWORK4+ years Filed as: COMMONWEALTH FINANCIAL NETWORK, INC Service code 27 · EIN 04-2675571 | Advisory (Plan) | $17,572 |
BKD, LLP1 year Filed as: BKD CPA & ADVISORS Service code 49 · EIN 44-0160260 | Other Services | $7,800 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $180,459-100.0% | $154,108-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | 0.45% | 888.21%-887.8pp | 735.21%-734.8pp | 519.81%-519.4pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |