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 |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,752 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $565 |
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 | $173,020 | $55,453+212.0% | $170,435+1.5% | $62,293+177.8% |
| Participation rate | 92.1% | 66.4%+25.7pp | 83.6%+8.5pp | 69.5%+22.6pp |
| Annual return | 16.44% | 21.38%-4.9pp | 205.94%-189.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $12,966 | $2,164+499.3% | $5,432+138.7% | $2,042+534.9% |
| Participant deferral / active EE | $5,535 | $2,303+140.4% | $4,939+12.1% | $3,169+74.7% |
| Admin fee / account holder | $19 | $455-95.9% | $13,881-99.9% | $479-96.1% |