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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK3+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $23,812 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,152 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,538 | $100,801-64.7% | $149,730-76.3% | $73,412-51.6% |
| Participation rate | 97.2% | 77.7%+19.5pp | 82.5%+14.7pp | 72.2%+25.0pp |
| Annual return | 21.64% | 265.34%-243.7pp | 276.70%-255.1pp | 59.30%-37.7pp |
| Employer contribution / active EE | $2,567 | $3,312-22.5% | $4,645-44.7% | $2,234+14.9% |
| Participant deferral / active EE | $4,830 | $6,404-24.6% | $6,843-29.4% | $3,806+26.9% |
| Admin fee / account holder | $77 | $181-57.3% | $9,310-99.2% | $158-51.1% |