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| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.5 years Filed as: TD AMERITRADE Service code 15 · EIN 47-0533629 | Recordkeeping | $100,989 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $61,923 |
ARMANINO LLP4 years Service code 10 · EIN 95-3439541 | Accounting | $18,418 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | 7.71% | 10.11%-2.4pp | 10.75%-3.0pp | 11.84%-4.1pp |
| Employer contribution / active EE | $15,873 | $14,976+6.0% | $35,165-54.9% | $17,339-8.5% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |