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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $34,636 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,503 |
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 | $36,304 | $73,102-50.3% | $123,553-70.6% | $56,289-35.5% |
| Participation rate | 87.5% | 74.3%+13.2pp | 82.3%+5.2pp | 69.9%+17.6pp |
| Annual return | -5.40% | 3.01%-8.4pp | 119.21%-124.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,423 | $2,977-18.6% | $4,628-47.6% | $2,111+14.8% |
| Participant deferral / active EE | $7,915 | $5,423+46.0% | $6,426+23.2% | $3,350+136.3% |
| Admin fee / account holder | $264 | $554-52.2% | $9,284-97.2% | $521-49.2% |