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 NETWORK2+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $18,319 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,198 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,556 | $88,122-61.9% | $141,177-76.2% | $67,579-50.3% |
| Participation rate | 91.0% | 76.5%+14.5pp | 82.5%+8.5pp | 71.3%+19.7pp |
| Annual return | 28.01% | 75.40%-47.4pp | 71.40%-43.4pp | 378.56%-350.5pp |
| Employer contribution / active EE | $2,538 | $3,224-21.3% | $4,736-46.4% | $2,148+18.2% |
| Participant deferral / active EE | $4,641 | $5,958-22.1% | $6,710-30.8% | $3,539+31.1% |
| Admin fee / account holder | $80 | $131-39.0% | $10,263-99.2% | $142-43.9% |