Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $17,502 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,222 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,608 | $77,962-42.8% | $178,540-75.0% | $80,935-44.9% |
| Participation rate | 67.9% | 65.7%+2.2pp | 77.1%-9.3pp | 67.7%+0.2pp |
| Annual return | 11.52% | 18.10%-6.6pp | 27.15%-15.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,366 | $2,280-40.1% | $3,953-65.4% | $2,757-50.4% |
| Participant deferral / active EE | $5,047 | $4,404+14.6% | $6,281-19.6% | $4,299+17.4% |
| Admin fee / account holder | $292 | $7,156-95.9% | $10,424-97.2% | $6,924-95.8% |