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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $43,277 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,567 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,742 | $45,109-5.2% | $85,187-49.8% | $77,736-45.0% |
| Participation rate | 93.8% | 48.7%+45.1pp | 67.5%+26.2pp | 70.6%+23.2pp |
| Annual return | 15.82% | 79.55%-63.7pp | 66.67%-50.8pp | 31.26%-15.4pp |
| Employer contribution / active EE | $408 | $1,602-74.5% | $2,732-85.1% | $2,728-85.0% |
| Participant deferral / active EE | $3,840 | $2,814+36.5% | $4,525-15.1% | $4,651-17.4% |
| Admin fee / account holder | $98 | $915-89.3% | $6,162-98.4% | $433-77.4% |