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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 51 200 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Investment Mgmt Fees | $43,616 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | 1.80% | -2.48%+4.3pp | -102.04%+103.8pp | 0.19%+1.6pp |
| Employer contribution / active EE | $19,873 | $7,648+159.9% | $36,232-45.2% | $13,763+44.4% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |