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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $30,486 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,129 |
ADP BROKER-DEALER8+ 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 | $11,882 | $39,973-70.3% | $79,580-85.1% | $77,906-84.7% |
| Participation rate | 93.8% | 64.6%+29.2pp | 69.5%+24.3pp | 73.7%+20.1pp |
| Annual return | -16.65% | 3.42%-20.1pp | 0.15%-16.8pp | 12.16%-28.8pp |
| Employer contribution / active EE | $575 | $1,088-47.1% | $2,413-76.2% | $2,846-79.8% |
| Participant deferral / active EE | $3,758 | $2,774+35.5% | $3,985-5.7% | $4,805-21.8% |
| Admin fee / account holder | $41 | $113-63.9% | $6,835-99.4% | $133-69.3% |