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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,170 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,201 | $46,072-64.8% | $70,014-76.9% | $55,167-70.6% |
| Participation rate | 31.3% | 67.5%-36.1pp | 71.8%-40.5pp | 69.0%-37.7pp |
| Annual return | 7.61% | 8.68%-1.1pp | 12.99%-5.4pp | 169.23%-161.6pp |
| Employer contribution / active EE | $482 | $1,500-67.9% | $2,338-79.4% | $1,963-75.4% |
| Participant deferral / active EE | $769 | $2,344-67.2% | $2,931-73.7% | $3,054-74.8% |
| Admin fee / account holder | $30 | $428-93.0% | $4,380-99.3% | $504-94.0% |