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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 | $65,960+51.6% | $81,882+22.1% | $77,762+28.6% |
| Participation rate | 91.5% | 65.8%+25.7pp | 72.4%+19.1pp | 70.6%+20.9pp |
| Annual return | 16.73% | 26.64%-9.9pp | 779.47%-762.7pp | 31.27%-14.5pp |
| Employer contribution / active EE | $1,683 | $2,375-29.1% | $2,916-42.3% | $2,728-38.3% |
| Participant deferral / active EE | $9,040 | $3,505+157.9% | $4,323+109.1% | $4,651+94.4% |
| Admin fee / account holder | $119 | $526-77.3% | $7,360-98.4% | $433-72.4% |