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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,660 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $176 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,031 | $47,135+328.6% | $149,717+34.9% | $74,440+171.4% |
| Participation rate | 99.7% | 63.4%+36.3pp | 78.8%+21.0pp | 70.7%+29.0pp |
| Annual return | 17.62% | 22.75%-5.1pp | 134.41%-116.8pp | 34.37%-16.7pp |
| Employer contribution / active EE | $8,773 | $1,906+360.3% | $4,820+82.0% | $2,638+232.6% |
| Participant deferral / active EE | $5,855 | $2,728+114.6% | $5,682+3.0% | $4,529+29.3% |
| Admin fee / account holder | $115 | $343-66.4% | $13,213-99.1% | $348-66.9% |