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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $41,120 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,710 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,832 | $100,801-70.4% | $149,745-80.1% | $73,412-59.4% |
| Participation rate | 95.1% | 77.7%+17.4pp | 82.5%+12.6pp | 72.2%+22.9pp |
| Annual return | 21.06% | 265.34%-244.3pp | 276.72%-255.7pp | 59.30%-38.2pp |
| Employer contribution / active EE | $1,674 | $3,312-49.4% | $4,646-64.0% | $2,234-25.0% |
| Participant deferral / active EE | $3,254 | $6,404-49.2% | $6,843-52.4% | $3,806-14.5% |
| Admin fee / account holder | $133 | $181-26.2% | $9,312-98.6% | $158-15.5% |