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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,217 |
TD AMERITRADE, INC.1+ years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $335 |
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 | $69,502 | $47,977+44.9% | $154,111-54.9% | $56,287+23.5% |
| Participation rate | 98.2% | 66.2%+32.0pp | 83.0%+15.1pp | 69.9%+28.3pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.18%-735.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $5,626 | $2,169+159.4% | $5,298+6.2% | $2,111+166.5% |
| Participant deferral / active EE | $3,269 | $2,392+36.7% | $5,081-35.7% | $3,350-2.4% |
| Admin fee / account holder | $32 | $438-92.6% | $13,411-99.8% | $521-93.8% |