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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $21,821 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,403 |
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 | $18,395 | $72,303-74.6% | $86,691-78.8% | $64,814-71.6% |
| Participation rate | 89.7% | 80.4%+9.2pp | 76.6%+13.1pp | 71.5%+18.2pp |
| Annual return | 24.84% | 392.77%-367.9pp | 35.94%-11.1pp | 32.84%-8.0pp |
| Employer contribution / active EE | $1,450 | $2,393-39.4% | $2,837-48.9% | $2,507-42.1% |
| Participant deferral / active EE | $3,065 | $4,660-34.2% | $4,656-34.2% | $4,310-28.9% |
| Admin fee / account holder | $61 | $174-64.8% | $7,492-99.2% | $188-67.4% |