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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $20,759 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,218 |
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 | $20,299 | $47,180-57.0% | $149,723-86.4% | $74,473-72.7% |
| Participation rate | 46.0% | 63.4%-17.4pp | 78.8%-32.8pp | 70.7%-24.7pp |
| Annual return | 17.40% | 22.75%-5.3pp | 134.50%-117.1pp | 34.36%-17.0pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,177 | $2,730-20.3% | $5,682-61.7% | $4,530-51.9% |
| Admin fee / account holder | $73 | $343-78.8% | $13,215-99.5% | $347-79.1% |