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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,600 |
TD AMERITRADE, INC.1+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $479 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,115 | $70,667-2.2% | $123,105-43.9% | $52,331+32.1% |
| Participation rate | 48.5% | 83.7%-35.2pp | 86.8%-38.3pp | 68.1%-19.6pp |
| Annual return | 23.73% | 6.23%+17.5pp | 13.22%+10.5pp | 4.54%+19.2pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $7,394 | $4,493+64.6% | $6,229+18.7% | $3,022+144.7% |
| Admin fee / account holder | $10 | $506-98.0% | $9,014-99.9% | $592-98.3% |