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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $118,446 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $34,367 |
Service code 10 800 GREEN VALLEY RD STE 200 · GREENSBORO, NC 27404 | Accounting | $15,450 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE INC Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,047 | $46,173+142.7% | $170,435-34.3% | $69,631+60.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 18.32% | 21.62%-3.3pp | 205.94%-187.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $6,420 | $1,610+298.8% | $5,432+18.2% | $2,032+215.9% |
| Participant deferral / active EE | $4,371 | $2,080+110.1% | $4,939-11.5% | $3,224+35.6% |
| Admin fee / account holder | $182 | $116+56.9% | $13,881-98.7% | $110+64.7% |