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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $10,948 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE INSTITUTIONAL Service code 15 · EIN 47-0533629 | Recordkeeping | $111 |
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 | $205,430 | $52,967+287.8% | $172,753+18.9% | $65,186+215.1% |
| Participation rate | 96.9% | 66.2%+30.7pp | 82.6%+14.2pp | 70.2%+26.7pp |
| Annual return | 26.89% | 30.12%-3.2pp | 803.00%-776.1pp | 29.39%-2.5pp |
| Employer contribution / active EE | $7,957 | $2,190+263.3% | $5,144+54.7% | $2,177+265.5% |
| Participant deferral / active EE | $7,718 | $2,471+212.3% | $5,198+48.5% | $3,514+119.6% |
| Admin fee / account holder | $20 | $472-95.8% | $13,956-99.9% | $847-97.7% |