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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $28,735 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $18,023 |
Service code 17 · EIN 25-1650062 | Pension Consulting | $375 |
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 | $37,916 | $80,753-53.0% | $136,298-72.2% | $62,293-39.1% |
| Participation rate | 85.0% | 73.5%+11.4pp | 81.9%+3.0pp | 69.5%+15.4pp |
| Annual return | 26.47% | 35.83%-9.4pp | 5156.27%-5129.8pp | 28.90%-2.4pp |
| Employer contribution / active EE | $1,310 | $2,884-54.6% | $4,696-72.1% | $2,042-35.9% |
| Participant deferral / active EE | $7,208 | $5,164+39.6% | $6,247+15.4% | $3,169+127.4% |
| Admin fee / account holder | $245 | $525-53.3% | $9,244-97.3% | $479-48.8% |