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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,881 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $11,409 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,365 | $84,499-41.6% | $125,391-60.6% | $66,949-26.3% |
| Participation rate | 93.0% | 76.4%+16.6pp | 82.4%+10.6pp | 69.8%+23.2pp |
| Annual return | -19.89% | -8.49%-11.4pp | 572.41%-592.3pp | 1.57%-21.5pp |
| Employer contribution / active EE | $5,625 | $3,554+58.3% | $4,816+16.8% | $2,545+121.0% |
| Participant deferral / active EE | $9,086 | $6,785+33.9% | $7,448+22.0% | $4,239+114.3% |
| Admin fee / account holder | $227 | $685-66.9% | $10,009-97.7% | $594-61.8% |