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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 99 · EIN 04-2675571 | Other Fees | $52,722 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,371 | $51,288+60.6% | $81,991+0.5% | $73,412+12.2% |
| Participation rate | 41.2% | 64.0%-22.8pp | 69.3%-28.1pp | 72.2%-31.0pp |
| Annual return | 15.18% | 29.48%-14.3pp | 41.31%-26.1pp | 59.30%-44.1pp |
| Employer contribution / active EE | $478 | $1,487-67.8% | $2,498-80.9% | $2,234-78.6% |
| Participant deferral / active EE | $2,270 | $2,715-16.4% | $3,722-39.0% | $3,806-40.3% |
| Admin fee / account holder | $11 | $125-91.1% | $5,665-99.8% | $158-93.0% |