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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $28,610 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,284 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,661 | $43,999+15.1% | $79,464-36.2% | $55,725-9.1% |
| Participation rate | 20.4% | 66.9%-46.5pp | 73.3%-52.9pp | 70.9%-50.4pp |
| Annual return | -6.68% | 1.81%-8.5pp | 718.14%-724.8pp | 244.93%-251.6pp |
| Employer contribution / active EE | $178 | $1,830-90.3% | $2,800-93.7% | $2,078-91.4% |
| Participant deferral / active EE | $785 | $2,538-69.1% | $3,704-78.8% | $3,356-76.6% |
| Admin fee / account holder | $310 | $118+163.8% | $5,113-93.9% | $115+169.3% |