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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ, INC. Service code 11 · EIN 95-3207191 | Actuarial | $7,554 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 15 · EIN 47-0533629 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $25,472-100.0% | $308,850-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 48.5%-48.5pp | 11.3%-11.3pp |
| Annual return | 11.88% | 9.27%+2.6pp | 14.41%-2.5pp | 10.41%+1.5pp |
| Employer contribution / active EE | $18,452 | $15,826+16.6% | $45,283-59.3% | $14,691+25.6% |
| Participant deferral / active EE | $0 | $12-100.0% | $125-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $66-100.0% | $9,941-100.0% | $2,646-100.0% |