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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 | $59,456-33.7% | $93,669-57.9% | $74,429-47.1% |
| Participation rate | 99.3% | 59.6%+39.7pp | 68.7%+30.6pp | 67.2%+32.1pp |
| Annual return | 21.60% | 82.00%-60.4pp | 133.59%-112.0pp | 1368.38%-1346.8pp |
| Employer contribution / active EE | $4,608 | $1,266+264.0% | $2,424+90.1% | $2,625+75.6% |
| Participant deferral / active EE | $3,570 | $3,052+17.0% | $4,416-19.2% | $4,348-17.9% |
| Admin fee / account holder | $235 | $3,026-92.2% | $8,291-97.2% | $1,944-87.9% |