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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,921 |
Filed as: FIDUCIARY WEALTH MANAGEMENT Service code 27 4604 H PINECREST OFFICE PARK DR · ALEXANDRIA, VA 22312 | Advisory (Plan) | $13,968 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $132 |
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 | $27,208 | $75,388-63.9% | $123,552-78.0% | $55,725-51.2% |
| Participation rate | 76.6% | 75.7%+1.0pp | 82.3%-5.7pp | 70.9%+5.8pp |
| Annual return | 4.00% | 4.48%-0.5pp | 119.20%-115.2pp | 244.93%-240.9pp |
| Employer contribution / active EE | $1,549 | $3,063-49.4% | $4,628-66.5% | $2,078-25.5% |
| Participant deferral / active EE | $6,647 | $5,651+17.6% | $6,426+3.4% | $3,356+98.1% |
| Admin fee / account holder | $113 | $120-5.8% | $9,285-98.8% | $115-2.1% |