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 | $32,879 |
ADP BROKER-DEALER6 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,877 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,832 | $55,470+22.3% | $155,556-56.4% | $74,478-8.9% |
| Participation rate | 86.5% | 61.9%+24.6pp | 78.2%+8.3pp | 67.2%+19.3pp |
| Annual return | 13.94% | 269.80%-255.9pp | 64.84%-50.9pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $10,270 | $2,838+261.9% | $5,631+82.4% | $4,350+136.1% |
| Admin fee / account holder | $481 | $1,744-72.4% | $15,885-97.0% | $1,946-75.3% |