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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 | $59,402-33.7% | $93,654-57.9% | $74,546-47.2% |
| Participation rate | 99.3% | 59.7%+39.7pp | 68.7%+30.6pp | 67.2%+32.1pp |
| Annual return | 21.60% | 81.86%-60.3pp | 133.34%-111.7pp | 1366.03%-1344.4pp |
| Employer contribution / active EE | $4,608 | $1,265+264.4% | $2,421+90.4% | $2,624+75.6% |
| Participant deferral / active EE | $3,570 | $3,049+17.1% | $4,413-19.1% | $4,347-17.9% |
| Admin fee / account holder | $235 | $3,023-92.2% | $8,282-97.2% | $1,944-87.9% |