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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $28,518 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,929 |
Service code 15 · EIN 04-3222046 | Recordkeeping | $26,080 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,151 | $104,336-63.4% | $159,455-76.1% | $86,813-56.1% |
| Participation rate | 96.2% | 77.7%+18.5pp | 82.8%+13.4pp | 72.3%+23.9pp |
| Annual return | 15.98% | 26.32%-10.3pp | 263.63%-247.7pp | 97.93%-81.9pp |
| Employer contribution / active EE | $2,107 | $3,451-39.0% | $4,830-56.4% | $2,406-12.4% |
| Participant deferral / active EE | $4,375 | $6,837-36.0% | $7,353-40.5% | $4,131+5.9% |
| Admin fee / account holder | $217 | $172+25.9% | $10,800-98.0% | $170+27.9% |