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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $13,467 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,941 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $23,658 | $31,424-24.7% | $81,473-71.0% | $69,631-66.0% |
| Participation rate | 91.1% | 50.8%+40.3pp | 68.0%+23.2pp | 70.7%+20.5pp |
| Annual return | 19.60% | 22.44%-2.8pp | 38.78%-19.2pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $259 | $1,029-74.8% | $2,568-89.9% | $2,032-87.2% |
| Participant deferral / active EE | $2,422 | $1,838+31.8% | $3,537-31.5% | $3,224-24.9% |
| Admin fee / account holder | $40 | $103-60.9% | $4,561-99.1% | $110-63.7% |