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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $25,385 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $19,171 |
Service code 13 110 ARROWHEAD DRIVE SUITE 150 · SLIPPERY ROCK, PA 150867511 | Contract Administrator | $12,610 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,766 | $162,136-54.5% | $152,301-51.6% | $154,746-52.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.91% | 91.02%-79.1pp | 80.50%-68.6pp | 172.34%-160.4pp |
| Employer contribution / active EE | $26,856 | $4,890+449.2% | $4,624+480.7% | $4,379+513.3% |
| Participant deferral / active EE | $54,402 | $8,341+552.2% | $8,004+579.7% | $6,730+708.3% |
| Admin fee / account holder | $338 | $15,759-97.9% | $14,398-97.7% | $14,365-97.6% |