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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $328,882 |
TD AMERITRADE, INC.5+ years Service code 33 | Securities brokerage; Shareholder ser... | $200 |
Filed as: CHARLES SCHWAB & CO INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $3 |
Service code 59 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 200 S 108TH AVE · OMAHA, NE 68154 | Securities brokerage | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,010 | $40,278+54.0% | $80,669-23.1% | $80,187-22.7% |
| Participation rate | 89.5% | 47.5%+42.0pp | 67.0%+22.5pp | 72.9%+16.6pp |
| Annual return | 19.21% | 50.86%-31.6pp | 937.61%-918.4pp | 40.40%-21.2pp |
| Employer contribution / active EE | $2,223 | $1,332+66.9% | $2,724-18.4% | $2,980-25.4% |
| Participant deferral / active EE | $6,453 | $2,696+139.4% | $4,444+45.2% | $5,016+28.6% |
| Admin fee / account holder | $81 | $210-61.6% | $5,384-98.5% | $145-44.3% |