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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $8,182 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,767 | $55,470-44.5% | $155,556-80.2% | $74,478-58.7% |
| Participation rate | 48.4% | 61.9%-13.5pp | 78.2%-29.8pp | 67.2%-18.8pp |
| Annual return | 0.00% | 269.80%-269.8pp | 64.84%-64.8pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $225 | $2,267-90.1% | $4,675-95.2% | $2,626-91.4% |
| Participant deferral / active EE | $1,573 | $2,838-44.6% | $5,631-72.1% | $4,350-63.8% |
| Admin fee / account holder | $52 | $1,744-97.0% | $15,885-99.7% | $1,946-97.3% |