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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $65,316 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,800 |
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 | $81,737 | $52,722+55.0% | $90,430-9.6% | $73,412+11.3% |
| Participation rate | 95.6% | 67.7%+27.9pp | 72.7%+23.0pp | 72.2%+23.5pp |
| Annual return | 20.96% | 20.70%+0.3pp | 1293.73%-1272.8pp | 59.30%-38.3pp |
| Employer contribution / active EE | $1,434 | $1,872-23.4% | $3,262-56.0% | $2,234-35.8% |
| Participant deferral / active EE | $7,423 | $2,810+164.2% | $3,963+87.3% | $3,806+95.1% |
| Admin fee / account holder | $137 | $117+17.5% | $5,613-97.6% | $158-13.0% |