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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533423 | Advisory (Plan) | $23,647 |
Filed as: CAPITALGROUP RETIREMENT PLAN SERVIC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $16,684 |
PENSION ASSURANCE LLP5+ years Filed as: THE PENSION SERVICE, INC. Service code 13 · EIN 16-0874395 PO BOX 478 · NORTH HAVEN, CT 064730478 | Contract Administrator | $11,745 |
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 | $78,975 | $89,652-11.9% | $141,191-44.1% | $65,185+21.2% |
| Participation rate | 83.0% | 74.7%+8.3pp | 82.5%+0.5pp | 70.2%+12.8pp |
| Annual return | 23.41% | 32.79%-9.4pp | 71.41%-48.0pp | 29.38%-6.0pp |
| Employer contribution / active EE | $1,762 | $3,065-42.5% | $4,736-62.8% | $2,177-19.0% |
| Participant deferral / active EE | $6,947 | $5,691+22.1% | $6,710+3.5% | $3,514+97.7% |
| Admin fee / account holder | $203 | $569-64.3% | $10,264-98.0% | $847-76.0% |