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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $22,572 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,969 | $46,332-63.4% | $143,797-88.2% | $64,824-73.8% |
| Participation rate | 49.6% | 64.2%-14.7pp | 80.3%-30.7pp | 71.5%-21.9pp |
| Annual return | -13.35% | -10.05%-3.3pp | -0.04%-13.3pp | 32.84%-46.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,157 | $2,647-18.5% | $5,638-61.8% | $4,311-50.0% |
| Admin fee / account holder | $68 | $154-55.9% | $14,679-99.5% | $188-63.9% |