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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP RECORD KEEPER Service code 15 · EIN 22-1467904 71 HANOVER RD · FLORHAM PARK, NJ 07932 | Recordkeeping | $0 |
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 024533483 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,007 | $55,453+47.9% | $170,435-51.9% | $62,293+31.6% |
| Participation rate | 91.5% | 66.4%+25.2pp | 83.6%+7.9pp | 69.5%+22.0pp |
| Annual return | 17.11% | 21.38%-4.3pp | 205.94%-188.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $298 | $2,164-86.2% | $5,432-94.5% | $2,042-85.4% |
| Participant deferral / active EE | $2,582 | $2,303+12.1% | $4,939-47.7% | $3,169-18.5% |
| Admin fee / account holder | $235 | $455-48.4% | $13,881-98.3% | $479-51.0% |