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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533423 | Advisory (Plan) | $27,412 |
Filed as: CAPITALGROUP RETIREMENT PLAN SERVIC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $18,836 |
PENSION ASSURANCE LLP6+ years Filed as: THE PENSION SERVICE, INC. Service code 13 · EIN 16-0874395 PO BOX 478 · NORTH HAVEN, CT 064730478 | Contract Administrator | $14,791 |
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 | $93,654 | $99,957-6.3% | $149,730-37.5% | $73,493+27.4% |
| Participation rate | 84.1% | 75.7%+8.4pp | 82.5%+1.6pp | 70.7%+13.4pp |
| Annual return | 16.63% | 53.87%-37.2pp | 276.70%-260.1pp | 28.51%-11.9pp |
| Employer contribution / active EE | $2,245 | $3,191-29.7% | $4,645-51.7% | $2,270-1.1% |
| Participant deferral / active EE | $8,353 | $6,073+37.6% | $6,843+22.1% | $3,740+123.4% |
| Admin fee / account holder | $230 | $551-58.3% | $9,310-97.5% | $513-55.2% |