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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $29,427 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,628 |
ADP BROKER-DEALER6+ 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 | $36,306 | $39,948-9.1% | $89,400-59.4% | $73,412-50.5% |
| Participation rate | 88.9% | 50.4%+38.5pp | 68.0%+20.9pp | 72.2%+16.7pp |
| Annual return | 18.60% | 50.12%-31.5pp | 245.64%-227.0pp | 59.30%-40.7pp |
| Employer contribution / active EE | $336 | $1,200-72.0% | $2,586-87.0% | $2,234-85.0% |
| Participant deferral / active EE | $3,018 | $2,193+37.6% | $3,890-22.4% | $3,806-20.7% |
| Admin fee / account holder | $70 | $134-47.9% | $4,882-98.6% | $158-55.7% |