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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH EQUITY SERVICES, LLC Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $1,472 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 14 30 BRYANT WOODS NORTH · AMHERST, NY 14228 | Plan Administrator | $1,235 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,246 | $104,479-89.2% | $159,474-92.9% | $79,391-85.8% |
| Participation rate | 13.7% | 76.6%-62.9pp | 82.8%-69.1pp | 70.7%-57.0pp |
| Annual return | 51.96% | 67.98%-16.0pp | 263.68%-211.7pp | 116.88%-64.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,108 | $6,468-67.4% | $7,353-71.3% | $4,046-47.9% |
| Admin fee / account holder | $1 | $711-99.9% | $10,802-100.0% | $627-99.9% |