Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $48,509 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,960 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,252 | $79,209-53.0% | $102,434-63.6% | $74,459-50.0% |
| Participation rate | 95.9% | 74.8%+21.2pp | 76.5%+19.4pp | 67.2%+28.7pp |
| Annual return | 12.45% | 54.98%-42.5pp | 29.46%-17.0pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $1,344 | $2,362-43.1% | $3,023-55.5% | $2,626-48.8% |
| Participant deferral / active EE | $3,016 | $4,417-31.7% | $5,055-40.3% | $4,350-30.7% |
| Admin fee / account holder | $131 | $2,002-93.5% | $9,462-98.6% | $1,945-93.3% |