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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $28,031 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $27,247 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,604 | $70,002-66.3% | $115,038-79.5% | $52,331-54.9% |
| Participation rate | 75.0% | 72.1%+2.9pp | 81.4%-6.4pp | 68.1%+6.9pp |
| Annual return | -0.11% | 4.04%-4.2pp | 26.14%-26.3pp | 4.54%-4.7pp |
| Employer contribution / active EE | $995 | $2,715-63.4% | $4,608-78.4% | $1,882-47.1% |
| Participant deferral / active EE | $6,443 | $4,920+31.0% | $6,026+6.9% | $3,022+113.2% |
| Admin fee / account holder | $206 | $566-63.7% | $8,175-97.5% | $592-65.3% |