Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK5+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $35,896 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,635 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,950 | $56,438-50.5% | $76,902-63.7% | $71,529-60.9% |
| Participation rate | 93.1% | 64.3%+28.8pp | 69.6%+23.5pp | 67.9%+25.1pp |
| Annual return | 24.11% | 19.05%+5.1pp | 37.91%-13.8pp | 28.97%-4.9pp |
| Employer contribution / active EE | $1,968 | $1,864+5.6% | $2,534-22.3% | $2,590-24.0% |
| Participant deferral / active EE | $4,403 | $3,136+40.4% | $3,833+14.9% | $4,291+2.6% |
| Admin fee / account holder | $136 | $1,430-90.5% | $5,479-97.5% | $1,588-91.4% |