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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,693 |
TD AMERITRADE, INC.2+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $1,753 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $114,265 | $74,089+54.2% | $133,975-14.7% | $55,167+107.1% |
| Participation rate | 90.2% | 84.3%+5.9pp | 87.1%+3.2pp | 69.0%+21.2pp |
| Annual return | 7.68% | 12.11%-4.4pp | 29.29%-21.6pp | 169.23%-161.5pp |
| Employer contribution / active EE | $3,699 | $3,064+20.7% | $5,211-29.0% | $1,963+88.5% |
| Participant deferral / active EE | $8,425 | $4,678+80.1% | $6,282+34.1% | $3,054+175.9% |
| Admin fee / account holder | $16 | $458-96.5% | $9,324-99.8% | $504-96.8% |