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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,632 |
Filed as: COMMONWEALTH FINANCIAL Service code 27 · EIN 04-2675571 | Advisory (Plan) | $24,930 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,395 | $59,467-33.8% | $93,727-58.0% | $74,478-47.1% |
| Participation rate | 99.3% | 59.6%+39.7pp | 68.7%+30.6pp | 67.2%+32.1pp |
| Annual return | 21.60% | 82.14%-60.5pp | 133.83%-112.2pp | 1370.56%-1349.0pp |
| Employer contribution / active EE | $4,608 | $1,267+263.8% | $2,421+90.3% | $2,626+75.5% |
| Participant deferral / active EE | $3,570 | $3,052+17.0% | $4,417-19.2% | $4,350-17.9% |
| Admin fee / account holder | $235 | $3,028-92.2% | $8,292-97.2% | $1,946-87.9% |