Filed November 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $28,646 |
HOMES LOWRY HORN & JOHNSON LTD4+ years Filed as: HOMES,LOWRY,HORN & Service code 10 · EIN 54-0975470 | Accounting | $14,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,675 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,818 | $75,388-44.5% | $123,544-66.2% | $55,725-25.0% |
| Participation rate | 96.1% | 75.7%+20.4pp | 82.3%+13.8pp | 70.9%+25.3pp |
| Annual return | -4.25% | 4.48%-8.7pp | 119.20%-123.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $2,289 | $3,063-25.3% | $4,628-50.5% | $2,078+10.1% |
| Participant deferral / active EE | $5,586 | $5,651-1.2% | $6,426-13.1% | $3,356+66.5% |
| Admin fee / account holder | $163 | $120+35.8% | $9,284-98.2% | $115+41.2% |