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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,783 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
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 | $142,227 | $58,888+141.5% | $178,499-20.3% | $73,493+93.5% |
| Participation rate | 96.2% | 66.2%+29.9pp | 81.9%+14.3pp | 70.7%+25.5pp |
| Annual return | 15.33% | 24.86%-9.5pp | 151.10%-135.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $8,579 | $2,236+283.7% | $5,011+71.2% | $2,270+277.9% |
| Participant deferral / active EE | $6,188 | $2,568+141.0% | $5,202+19.0% | $3,740+65.5% |
| Admin fee / account holder | $9 | $400-97.7% | $13,986-99.9% | $513-98.2% |