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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $12,532 |
HYAS GROUP, LLC1 year Filed as: HYAS GROUP Service code 13 108 NW 9TH AVE · PORTLAND, OR 97209 | Contract Administrator | $10,000 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $202 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,771 | $89,355-16.3% | $141,162-47.0% | $72,985+2.4% |
| Participation rate | 98.7% | 75.1%+23.6pp | 82.5%+16.2pp | 69.5%+29.2pp |
| Annual return | 18.36% | 111.85%-93.5pp | 71.39%-53.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $3,632 | $3,114+16.6% | $4,735-23.3% | $2,440+48.9% |
| Participant deferral / active EE | $4,903 | $5,418-9.5% | $6,709-26.9% | $3,607+35.9% |
| Admin fee / account holder | $156 | $5,958-97.4% | $10,261-98.5% | $5,124-97.0% |