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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $11,943 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,938 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,188 | $79,519-65.8% | $95,960-71.7% | $73,412-63.0% |
| Participation rate | 81.3% | 81.2%+0.1pp | 77.1%+4.2pp | 72.2%+9.1pp |
| Annual return | 68.03% | 19.20%+48.8pp | 91.63%-23.6pp | 59.30%+8.7pp |
| Employer contribution / active EE | $1,068 | $2,048-47.9% | $2,541-58.0% | $2,234-52.2% |
| Participant deferral / active EE | $1,831 | $4,138-55.8% | $4,167-56.1% | $3,806-51.9% |
| Admin fee / account holder | $54 | $184-70.5% | $6,797-99.2% | $158-65.5% |