Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $11,203 |
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,563 | $62,928-80.0% | $172,753-92.7% | $67,582-81.4% |
| Participation rate | 54.5% | 64.5%-10.0pp | 82.6%-28.2pp | 71.3%-16.8pp |
| Annual return | 40.67% | 30.36%+10.3pp | 803.00%-762.3pp | 378.57%-337.9pp |
| Employer contribution / active EE | $369 | $1,636-77.4% | $5,144-92.8% | $2,148-82.8% |
| Participant deferral / active EE | $1,745 | $2,145-18.6% | $5,198-66.4% | $3,539-50.7% |
| Admin fee / account holder | $36 | $167-78.3% | $13,956-99.7% | $142-74.5% |