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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,985 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,449 | $65,125-41.0% | $143,797-73.3% | $66,949-42.6% |
| Participation rate | 55.0% | 65.2%-10.2pp | 80.3%-25.3pp | 69.8%-14.8pp |
| Annual return | -15.54% | -11.13%-4.4pp | -0.04%-15.5pp | 1.57%-17.1pp |
| Employer contribution / active EE | $1,156 | $2,362-51.1% | $4,952-76.7% | $2,545-54.6% |
| Participant deferral / active EE | $2,221 | $2,920-23.9% | $5,638-60.6% | $4,239-47.6% |
| Admin fee / account holder | $225 | $503-55.2% | $14,679-98.5% | $594-62.1% |