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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 | $62,146-21.6% | $81,438-40.2% | $74,546-34.6% |
| Participation rate | 91.6% | 64.1%+27.5pp | 69.5%+22.1pp | 67.2%+24.4pp |
| Annual return | 12.98% | 16.49%-3.5pp | 24.74%-11.8pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $2,150 | $1,883+14.2% | $2,460-12.6% | $2,624-18.1% |
| Participant deferral / active EE | $4,816 | $3,229+49.1% | $3,883+24.0% | $4,347+10.8% |
| Admin fee / account holder | $284 | $1,922-85.2% | $5,764-95.1% | $1,944-85.4% |