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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $21,771 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,994 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.3 years 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 | $44,241 | $72,303-38.8% | $86,691-49.0% | $64,814-31.7% |
| Participation rate | 76.6% | 80.4%-3.9pp | 76.6%0pp | 71.5%+5.1pp |
| Annual return | -14.87% | 392.77%-407.6pp | 35.94%-50.8pp | 32.84%-47.7pp |
| Employer contribution / active EE | $1,370 | $2,393-42.7% | $2,837-51.7% | $2,507-45.3% |
| Participant deferral / active EE | $3,058 | $4,660-34.4% | $4,656-34.3% | $4,310-29.0% |
| Admin fee / account holder | $85 | $174-50.9% | $7,492-98.9% | $188-54.5% |