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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $6,590 |
COMMONWEALTH FINANCIAL NETWORK1+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $6,244 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,615 | $39,132-44.8% | $57,196-62.2% | $62,881-65.6% |
| Participation rate | 39.6% | 70.5%-30.9pp | 75.3%-35.8pp | 69.3%-29.7pp |
| Annual return | -0.29% | 9.24%-9.5pp | 14.59%-14.9pp | 20.14%-20.4pp |
| Employer contribution / active EE | $92 | $1,874-95.1% | $2,683-96.6% | $2,281-96.0% |
| Participant deferral / active EE | $850 | $2,374-64.2% | $3,096-72.5% | $3,203-73.5% |
| Admin fee / account holder | $208 | $2,594-92.0% | $3,141-93.4% | $4,296-95.2% |