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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,748 |
TD AMERITRADE, INC.2+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,775 | $95,417-64.6% | $135,974-75.2% | $74,460-54.6% |
| Participation rate | 59.9% | 78.2%-18.3pp | 81.9%-22.0pp | 70.7%-10.8pp |
| Annual return | 22.63% | 32.76%-10.1pp | 68.30%-45.7pp | 34.38%-11.7pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $5,098 | $7,789-34.6% | $7,760-34.3% | $4,530+12.5% |
| Admin fee / account holder | $19 | $266-92.7% | $10,767-99.8% | $348-94.4% |