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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,419 |
TD AMERITRADE, INC.4 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,700 | $58,888+211.9% | $178,499+2.9% | $73,493+150.0% |
| Participation rate | 84.8% | 66.2%+18.5pp | 81.9%+2.8pp | 70.7%+14.1pp |
| Annual return | 21.38% | 24.86%-3.5pp | 151.10%-129.7pp | 28.51%-7.1pp |
| Employer contribution / active EE | $5,438 | $2,236+143.2% | $5,011+8.5% | $2,270+139.5% |
| Participant deferral / active EE | $5,002 | $2,568+94.8% | $5,202-3.8% | $3,740+33.8% |
| Admin fee / account holder | $15 | $400-96.3% | $13,986-99.9% | $513-97.1% |