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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK8+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533423 | Advisory (Plan) | $25,000 |
Filed as: CAPITALGROUP RETIREMENT PLAN SERVIC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $21,382 |
PENSION ASSURANCE LLP8+ years Filed as: THE PENSION SERVICE, INC. Service code 13 · EIN 16-0874395 PO BOX 478 · NORTH HAVEN, CT 064730478 | Contract Administrator | $17,686 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,298 | $82,163-8.4% | $125,363-39.9% | $64,814+16.2% |
| Participation rate | 79.7% | 77.9%+1.8pp | 82.4%-2.7pp | 71.5%+8.2pp |
| Annual return | -13.12% | 3.49%-16.6pp | 572.15%-585.3pp | 32.84%-46.0pp |
| Employer contribution / active EE | $1,978 | $3,616-45.3% | $4,815-58.9% | $2,507-21.1% |
| Participant deferral / active EE | $8,257 | $7,175+15.1% | $7,447+10.9% | $4,310+91.6% |
| Admin fee / account holder | $198 | $163+21.6% | $10,005-98.0% | $188+5.7% |