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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,336 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.2+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,405 | $86,897-46.6% | $151,639-69.4% | $64,819-28.4% |
| Participation rate | 91.4% | 87.3%+4.1pp | 87.5%+3.9pp | 71.5%+19.9pp |
| Annual return | -14.11% | -3.57%-10.5pp | 3.34%-17.5pp | 32.84%-47.0pp |
| Employer contribution / active EE | $2,532 | $4,010-36.8% | $6,165-58.9% | $2,507+1.0% |
| Participant deferral / active EE | $5,829 | $6,690-12.9% | $8,363-30.3% | $4,311+35.2% |
| Admin fee / account holder | $39 | $153-74.8% | $11,613-99.7% | $188-79.5% |