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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP RECORD KEEPER Service code 15 · EIN 22-1467904 71 HANOVER RD · FLORHAM PARK, NJ 07932 | Recordkeeping | $0 |
COMMONWEALTH FINANCIAL NETWORK1+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 024533483 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,941 | $46,732+36.8% | $156,551-59.2% | $55,167+15.9% |
| Participation rate | 95.7% | 65.8%+29.9pp | 84.0%+11.7pp | 69.0%+26.7pp |
| Annual return | 4.83% | 17.72%-12.9pp | 32.23%-27.4pp | 169.23%-164.4pp |
| Employer contribution / active EE | $181 | $2,105-91.4% | $5,501-96.7% | $1,963-90.8% |
| Participant deferral / active EE | $1,277 | $2,204-42.0% | $4,871-73.8% | $3,054-58.2% |
| Admin fee / account holder | $98 | $418-76.6% | $13,028-99.2% | $504-80.6% |