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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $66,845 |
COMMONWEALTH FINANCIAL NETWORK3+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $40,582 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,901 | $38,833-64.2% | $78,778-82.4% | $77,958-82.2% |
| Participation rate | 79.9% | 60.9%+19.0pp | 69.2%+10.7pp | 71.6%+8.3pp |
| Annual return | 16.19% | 20.31%-4.1pp | 35.62%-19.4pp | 20.87%-4.7pp |
| Employer contribution / active EE | $183 | $840-78.2% | $1,986-90.8% | $2,310-92.1% |
| Participant deferral / active EE | $1,282 | $1,776-27.8% | $2,958-56.7% | $3,537-63.8% |
| Admin fee / account holder | $49 | $89-45.4% | $5,134-99.1% | $97-50.1% |