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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,385 |
TD AMERITRADE, INC.5 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 | $155,587 | $69,511+123.8% | $94,664+64.4% | $71,511+117.6% |
| Participation rate | 89.4% | 78.4%+10.9pp | 80.8%+8.5pp | 67.9%+21.4pp |
| Annual return | 19.31% | 29.67%-10.4pp | 156.84%-137.5pp | 28.86%-9.5pp |
| Employer contribution / active EE | $5,379 | $2,853+88.5% | $3,673+46.4% | $2,589+107.7% |
| Participant deferral / active EE | $10,676 | $7,348+45.3% | $7,417+43.9% | $4,291+148.8% |
| Admin fee / account holder | $18 | $1,211-98.5% | $7,222-99.8% | $1,588-98.9% |