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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $23,271 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $431 |
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 | $33,184 | $101,672-67.4% | $147,117-77.4% | $74,478-55.4% |
| Participation rate | 98.2% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+31.0pp |
| Annual return | 20.29% | 8757.83%-8737.5pp | 420.54%-400.2pp | 1370.56%-1350.3pp |
| Employer contribution / active EE | $3,499 | $3,813-8.2% | $4,932-29.1% | $2,626+33.2% |
| Participant deferral / active EE | $5,980 | $7,305-18.1% | $8,065-25.8% | $4,350+37.5% |
| Admin fee / account holder | $118 | $1,753-93.3% | $12,993-99.1% | $1,946-94.0% |