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 NETWORK1+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $18,799 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,645 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $26,019 | $73,102-64.4% | $123,552-78.9% | $56,287-53.8% |
| Participation rate | 81.1% | 74.3%+6.8pp | 82.3%-1.2pp | 69.9%+11.3pp |
| Annual return | 5.25% | 3.01%+2.2pp | 119.20%-113.9pp | -9.96%+15.2pp |
| Employer contribution / active EE | $2,303 | $2,977-22.6% | $4,628-50.2% | $2,111+9.1% |
| Participant deferral / active EE | $4,198 | $5,423-22.6% | $6,426-34.7% | $3,350+25.3% |
| Admin fee / account holder | $85 | $554-84.7% | $9,285-99.1% | $521-83.7% |