Filed November 6, 2024
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 NETWORK8+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $51,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,550 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY, LLP Service code 10 · EIN 22-2428965 | Accounting | $19,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,190 | $95,388-30.6% | $125,381-47.2% | $77,906-15.0% |
| Participation rate | 71.2% | 78.6%-7.4pp | 82.4%-11.2pp | 73.7%-2.5pp |
| Annual return | 192.64% | 116.19%+76.5pp | 572.31%-379.7pp | 12.16%+180.5pp |
| Employer contribution / active EE | $1,723 | $3,666-53.0% | $4,815-64.2% | $2,846-39.5% |
| Participant deferral / active EE | $3,680 | $7,711-52.3% | $7,448-50.6% | $4,805-23.4% |
| Admin fee / account holder | $92 | $119-22.6% | $10,007-99.1% | $133-30.6% |