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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 37 · EIN 23-1945930 | Loan Processing | $2,725 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $255 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,853 | $46,360+195.2% | $147,617-7.3% | $52,331+161.5% |
| Participation rate | 94.4% | 64.9%+29.5pp | 84.6%+9.8pp | 68.1%+26.3pp |
| Annual return | -0.38% | 1.62%-2.0pp | 61.98%-62.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $6,144 | $2,126+189.0% | $5,564+10.4% | $1,882+226.5% |
| Participant deferral / active EE | $4,755 | $2,258+110.6% | $4,895-2.9% | $3,022+57.3% |
| Admin fee / account holder | $13 | $766-98.3% | $11,612-99.9% | $592-97.8% |