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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,715 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $290 |
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 | $152,515 | $46,732+226.4% | $156,551-2.6% | $55,167+176.5% |
| Participation rate | 93.3% | 65.8%+27.5pp | 84.0%+9.3pp | 69.0%+24.3pp |
| Annual return | 8.73% | 17.72%-9.0pp | 32.23%-23.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $6,215 | $2,105+195.2% | $5,501+13.0% | $1,963+216.7% |
| Participant deferral / active EE | $4,988 | $2,204+126.3% | $4,871+2.4% | $3,054+63.3% |
| Admin fee / account holder | $27 | $418-93.6% | $13,028-99.8% | $504-94.7% |