Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK7+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $44,400 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,041 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,701 | $50,902-39.7% | $155,534-80.3% | $77,736-60.5% |
| Participation rate | 43.2% | 63.1%-19.9pp | 78.2%-35.0pp | 70.6%-27.4pp |
| Annual return | 11.38% | 34.85%-23.5pp | 64.92%-53.5pp | 31.26%-19.9pp |
| Employer contribution / active EE | $1,063 | $1,991-46.6% | $4,675-77.3% | $2,728-61.0% |
| Participant deferral / active EE | $2,412 | $2,824-14.6% | $5,630-57.2% | $4,651-48.1% |
| Admin fee / account holder | $161 | $437-63.1% | $15,900-99.0% | $433-62.8% |