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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 47-0259043 | Recordkeeping | $29,277 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,826 | $91,198+11.7% | $178,503-43.0% | $79,856+27.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.34% | 24.20%-13.9pp | 151.12%-140.8pp | 31.71%-21.4pp |
| Employer contribution / active EE | $7,814 | $3,257+139.9% | $5,011+55.9% | $2,471+216.2% |
| Participant deferral / active EE | $5,821 | $3,237+79.8% | $5,202+11.9% | $3,741+55.6% |
| Admin fee / account holder | $270 | $6,748-96.0% | $13,987-98.1% | $5,306-94.9% |