Filed May 10, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP INC Service code 27 · EIN 23-1945930 | Advisory (Plan) | $38,088 |
TPA SERVICES, INC.2 years Filed as: TPA SERVICES INC Service code 15 · EIN 84-1571661 7108 S ALTON WAY · CENTENNIAL, CO 80112 | Recordkeeping | $25,820 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $176 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 27 · EIN 82-0543156 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,677 | $106,264-64.5% | $147,117-74.4% | $77,762-51.5% |
| Participation rate | 52.7% | 78.4%-25.7pp | 82.2%-29.5pp | 70.6%-17.9pp |
| Annual return | 19.80% | 56.94%-37.1pp | 420.54%-400.7pp | 31.27%-11.5pp |
| Employer contribution / active EE | $1,069 | $4,074-73.8% | $4,932-78.3% | $2,728-60.8% |
| Participant deferral / active EE | $2,442 | $8,003-69.5% | $8,065-69.7% | $4,651-47.5% |
| Admin fee / account holder | $78 | $334-76.8% | $12,993-99.4% | $433-82.1% |