Filed November 22, 2021
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 NETWORK2+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $40,190 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,071 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,523 | $58,726+28.6% | $92,240-18.1% | $62,293+21.2% |
| Participation rate | 95.5% | 68.3%+27.2pp | 76.5%+19.0pp | 69.5%+26.0pp |
| Annual return | 8.21% | 43.62%-35.4pp | 176.29%-168.1pp | 28.90%-20.7pp |
| Employer contribution / active EE | $2,438 | $2,392+1.9% | $3,680-33.7% | $2,042+19.4% |
| Participant deferral / active EE | $2,941 | $2,766+6.3% | $3,897-24.5% | $3,169-7.2% |
| Admin fee / account holder | $13 | $556-97.7% | $5,194-99.7% | $479-97.3% |