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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $65,932 |
TD AMERITRADE, INC.2+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,945 | $82,163+1.0% | $125,363-33.8% | $64,814+28.0% |
| Participation rate | 78.3% | 77.9%+0.4pp | 82.4%-4.1pp | 71.5%+6.8pp |
| Annual return | -14.88% | 3.49%-18.4pp | 572.15%-587.0pp | 32.84%-47.7pp |
| Employer contribution / active EE | $2,131 | $3,616-41.1% | $4,815-55.7% | $2,507-15.0% |
| Participant deferral / active EE | $8,145 | $7,175+13.5% | $7,447+9.4% | $4,310+88.9% |
| Admin fee / account holder | $191 | $163+17.0% | $10,005-98.1% | $188+1.7% |