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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.7+ years Filed as: TD AMERITRADE Service code 19 P.O.BOX 2209 · OMAHA, NE 681032209 | Securities Custodian | $29,060 |
SUNWEST PENSIONS6 years Service code 13 P.O. BOX 7850 · TEMPE, AZ 852810850 | Contract Administrator | $4,759 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,392 | $65,083-13.4% | $143,788-60.8% | $66,930-15.7% |
| Participation rate | 97.9% | 65.2%+32.7pp | 80.3%+17.6pp | 69.8%+28.1pp |
| Annual return | -14.30% | -11.13%-3.2pp | -0.03%-14.3pp | 1.57%-15.9pp |
| Employer contribution / active EE | $7,440 | $2,361+215.1% | $4,952+50.3% | $2,545+192.4% |
| Participant deferral / active EE | $3,910 | $2,920+33.9% | $5,638-30.7% | $4,238-7.7% |
| Admin fee / account holder | $84 | $502-83.3% | $14,675-99.4% | $593-85.9% |