Filed November 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $22,847 |
Filed as: HOMES, LOWRY, HORN & JOHNSON, LTD. Service code 10 · EIN 54-0975470 | Accounting | $8,082 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,975 |
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 | $59,050 | $80,753-26.9% | $136,298-56.7% | $62,293-5.2% |
| Participation rate | 97.0% | 73.5%+23.5pp | 81.9%+15.1pp | 69.5%+27.5pp |
| Annual return | 25.67% | 35.83%-10.2pp | 5156.27%-5130.6pp | 28.90%-3.2pp |
| Employer contribution / active EE | $2,440 | $2,884-15.4% | $4,696-48.0% | $2,042+19.5% |
| Participant deferral / active EE | $5,897 | $5,164+14.2% | $6,247-5.6% | $3,169+86.1% |
| Admin fee / account holder | $177 | $525-66.3% | $9,244-98.1% | $479-63.0% |