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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,884 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $20,453 |
ADP BROKER-DEALER1 year 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 | $56,818 | $91,424-37.9% | $135,942-58.2% | $71,495-20.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 26.07% | 29.90%-3.8pp | 68.28%-42.2pp | 28.85%-2.8pp |
| Employer contribution / active EE | $6,584 | $3,704+77.8% | $4,858+35.5% | $2,589+154.3% |
| Participant deferral / active EE | $9,906 | $7,092+39.7% | $7,759+27.7% | $4,291+130.9% |
| Admin fee / account holder | $268 | $1,266-78.9% | $10,764-97.5% | $1,588-83.2% |