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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK5+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $36,856 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,906 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,516 | $82,163-53.1% | $125,363-69.3% | $64,814-40.6% |
| Participation rate | 94.5% | 77.9%+16.6pp | 82.4%+12.1pp | 71.5%+23.0pp |
| Annual return | -13.90% | 3.49%-17.4pp | 572.15%-586.0pp | 32.84%-46.7pp |
| Employer contribution / active EE | $2,952 | $3,616-18.4% | $4,815-38.7% | $2,507+17.8% |
| Participant deferral / active EE | $6,007 | $7,175-16.3% | $7,447-19.3% | $4,310+39.4% |
| Admin fee / account holder | $84 | $163-48.5% | $10,005-99.2% | $188-55.3% |