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| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC3 years Filed as: ABD RETIREMENT SERVICES Service code 27 · EIN 80-0833114 | Advisory (Plan) | $39,167 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,515 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $25 |
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 | $53,815 | $78,781-31.7% | $100,530-46.5% | $73,412-26.7% |
| Participation rate | 89.1% | 80.0%+9.1pp | 79.4%+9.7pp | 72.2%+16.9pp |
| Annual return | 28.76% | 31.69%-2.9pp | 30.89%-2.1pp | 59.30%-30.5pp |
| Employer contribution / active EE | $5,648 | $2,420+133.4% | $3,418+65.2% | $2,234+152.8% |
| Participant deferral / active EE | $12,267 | $6,537+87.6% | $6,271+95.6% | $3,806+222.3% |
| Admin fee / account holder | $96 | $145-33.6% | $8,083-98.8% | $158-38.9% |