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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK6+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $44,272 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,111 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,727 | $62,177-21.6% | $81,370-40.1% | $74,478-34.6% |
| Participation rate | 91.6% | 64.1%+27.5pp | 69.5%+22.0pp | 67.2%+24.4pp |
| Annual return | 12.98% | 16.62%-3.6pp | 24.85%-11.9pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $2,150 | $1,881+14.3% | $2,464-12.7% | $2,626-18.1% |
| Participant deferral / active EE | $4,816 | $3,219+49.6% | $3,885+24.0% | $4,350+10.7% |
| Admin fee / account holder | $284 | $1,927-85.3% | $5,749-95.1% | $1,946-85.4% |