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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $27,107 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,660 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,139 | $50,956-68.3% | $96,575-83.3% | $86,813-81.4% |
| Participation rate | 94.9% | 65.2%+29.7pp | 69.8%+25.1pp | 72.3%+22.6pp |
| Annual return | 17.26% | 21.27%-4.0pp | 37.79%-20.5pp | 97.93%-80.7pp |
| Employer contribution / active EE | $630 | $1,111-43.3% | $2,357-73.3% | $2,406-73.8% |
| Participant deferral / active EE | $3,523 | $2,954+19.2% | $3,849-8.5% | $4,131-14.7% |
| Admin fee / account holder | $42 | $166-74.5% | $6,182-99.3% | $170-75.1% |