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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $303,418 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $540 |
TD AMERITRADE, INC.1 year Service code 59 | Shareholder Servicing | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $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 | $93,047 | $105,173-11.5% | $87,102+6.8% | $77,775+19.6% |
| Participation rate | 76.3% | 85.8%-9.5pp | 76.9%-0.6pp | 73.2%+3.1pp |
| Annual return | 30.20% | 24.52%+5.7pp | 28.19%+2.0pp | 32.58%-2.4pp |
| Employer contribution / active EE | $1,207 | $2,890-58.2% | $2,521-52.1% | $2,504-51.8% |
| Participant deferral / active EE | $8,884 | $5,048+76.0% | $4,048+119.4% | $3,966+124.0% |
| Admin fee / account holder | $69 | $105-34.5% | $7,493-99.1% | $100-31.5% |