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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $34,711 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,858 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,177 | $101,539-31.9% | $147,041-53.0% | $74,400-7.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 26.56% | 8740.84%-8714.3pp | 419.21%-392.6pp | 1367.51%-1340.9pp |
| Employer contribution / active EE | $7,097 | $3,811+86.2% | $4,935+43.8% | $2,624+170.4% |
| Participant deferral / active EE | $10,128 | $7,304+38.7% | $8,071+25.5% | $4,348+132.9% |
| Admin fee / account holder | $356 | $1,749-79.7% | $13,006-97.3% | $1,944-81.7% |