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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $16,801 |
ATTN ROB WISNER1 year Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 189642139 | Contract Administrator | $3,045 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,325 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,660 | $84,487-79.1% | $125,339-85.9% | $66,914-73.6% |
| Participation rate | 75.6% | 76.4%-0.8pp | 82.4%-6.8pp | 69.8%+5.8pp |
| Annual return | -18.90% | -8.39%-10.5pp | 572.05%-590.9pp | 1.58%-20.5pp |
| Employer contribution / active EE | $1,132 | $3,553-68.1% | $4,814-76.5% | $2,544-55.5% |
| Participant deferral / active EE | $3,197 | $6,781-52.9% | $7,446-57.1% | $4,237-24.6% |
| Admin fee / account holder | $85 | $685-87.6% | $10,010-99.2% | $593-85.7% |