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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $71,852 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,776 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,983 | $66,004+51.5% | $81,820+22.2% | $77,714+28.7% |
| Participation rate | 91.5% | 65.8%+25.7pp | 72.4%+19.1pp | 70.6%+20.9pp |
| Annual return | 16.73% | 26.65%-9.9pp | 777.93%-761.2pp | 31.26%-14.5pp |
| Employer contribution / active EE | $1,683 | $2,375-29.1% | $2,915-42.3% | $2,727-38.3% |
| Participant deferral / active EE | $9,040 | $3,508+157.7% | $4,323+109.1% | $4,649+94.4% |
| Admin fee / account holder | $119 | $527-77.3% | $7,391-98.4% | $433-72.5% |