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 |
|---|---|---|
BB&T2+ years Filed as: BB & T Service code 16 · EIN 56-1368984 | Consulting | $54,295 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 33 · EIN 54-1742975 | Sub-transfer agency fees; Securities ... | $7,734 |
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 | $118,136 | $56,640+108.6% | $80,977+45.9% | $57,658+104.9% |
| Participation rate | 98.6% | 75.9%+22.7pp | 75.8%+22.8pp | 70.2%+28.4pp |
| Annual return | 10.97% | 19.97%-9.0pp | 17.11%-6.1pp | 5.13%+5.8pp |
| Employer contribution / active EE | $6,707 | $2,085+221.7% | $3,715+80.6% | $1,974+239.8% |
| Participant deferral / active EE | $11,616 | $4,944+135.0% | $5,696+103.9% | $3,061+279.6% |
| Admin fee / account holder | $124 | $87+42.9% | $5,517-97.7% | $95+31.7% |